Forum Financial 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
Q2
Sell
-1,122
Closed -$236K 667
2023
Q1
$236K Buy
1,122
+25
+2% +$5.26K 0.01% 485
2022
Q4
$291K Hold
1,097
0.01% 403
2022
Q3
$304K Hold
1,097
0.01% 339
2022
Q2
$214K Sell
1,097
-15
-1% -$2.93K 0.01% 491
2022
Q1
$224K Buy
1,112
+20
+2% +$4.03K 0.01% 519
2021
Q4
$200K Buy
+1,092
New +$200K 0.01% 623