EP Wealth Advisors’s Enphase Energy ENPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,561
| Closed | -$402K | – | 1263 |
|
|
2024
Q3 | $402K | Sell |
3,561
-30
| -0.8% | -$3.39K | ﹤0.01% | 759 |
|
|
2024
Q2 | $358K | Sell |
3,591
-8
| -0.2% | -$798 | ﹤0.01% | 606 |
|
|
2024
Q1 | $435K | Buy |
3,599
+30
| +0.8% | +$3.63K | 0.01% | 546 |
|
|
2023
Q4 | $472K | Sell |
3,569
-6,529
| -65% | -$863K | 0.01% | 501 |
|
|
2023
Q3 | $1.21M | Sell |
10,098
-814
| -7% | -$97.8K | 0.02% | 296 |
|
|
2023
Q2 | $1.66M | Buy |
10,912
+1,127
| +12% | +$172K | 0.02% | 270 |
|
|
2023
Q1 | $373K | Sell |
9,785
-61
| -0.6% | -$2.33K | 0.01% | 448 |
|
|
2022
Q4 | $2.61M | Sell |
9,846
-263
| -3% | -$69.7K | 0.05% | 193 |
|
|
2022
Q3 | $2.81M | Buy |
10,109
+7,712
| +322% | +$2.14M | 0.06% | 164 |
|
|
2022
Q2 | $468K | Buy |
+2,397
| New | +$468K | 0.01% | 386 |
|