Executive Wealth Management’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,538
| Closed | -$1.27M | – | 219 |
|
|
2023
Q3 | $1.27M | Sell |
10,538
-291
| -3% | -$35K | 0.13% | 115 |
|
|
2023
Q2 | $1.81M | Buy |
10,829
+2,464
| +29% | +$413K | 0.19% | 94 |
|
|
2023
Q1 | $1.76M | Buy |
8,365
+2,669
| +47% | +$561K | 0.2% | 95 |
|
|
2022
Q4 | $1.51M | Buy |
5,696
+4,144
| +267% | +$1.1M | 0.19% | 94 |
|
|
2022
Q3 | $1.55K | Sell |
1,552
-10,729
| -87% | -$10.7K | 0.22% | 87 |
|
|
2022
Q2 | $2.4M | Sell |
12,281
-2,309
| -16% | -$451K | 0.32% | 72 |
|
|
2022
Q1 | $2.94M | Buy |
14,590
+1,974
| +16% | +$398K | 0.32% | 75 |
|
|
2021
Q4 | $2.31M | Buy |
+12,616
| New | +$2.31M | 0.23% | 88 |
|