Evergreen Private Wealth’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-22,980	Closed	-$2.6M	–	203
2024 Q3	$2.6M	Sell	22,980 -205	-0.9%	-$23.2K	1.2%	38
2024 Q2	$2.31M	Sell	23,185 -306	-1%	-$30.5K	1.14%	37
2024 Q1	$2.84M	Buy	23,491 +23,340	+15,457%	+$2.82M	1.42%	35
2023 Q4	$20K	Buy	+151	New	+$20K	0.01%	149