Gradient Investments’s Enphase Energy ENPH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-6
Closed -$598 608
2024
Q2
$598 Hold
6
﹤0.01% 1163
2024
Q1
$726 Sell
6
-4
-40% -$484 ﹤0.01% 960
2023
Q4
$1.32K Sell
10
-2,462
-100% -$325K ﹤0.01% 1339
2023
Q3
$297K Buy
2,472
+90
+4% +$10.8K 0.01% 279
2023
Q2
$399K Buy
2,382
+2,340
+5,571% +$392K 0.01% 258
2023
Q1
$8.83K Buy
42
+32
+320% +$6.73K ﹤0.01% 837
2022
Q4
$2.65K Hold
10
﹤0.01% 1045
2022
Q3
$3K Sell
10
-1,758
-99% -$527K ﹤0.01% 1050
2022
Q2
$345K Buy
1,768
+770
+77% +$150K 0.01% 255
2022
Q1
$201K Buy
998
+493
+98% +$99.3K 0.01% 288
2021
Q4
$92K Buy
505
+50
+11% +$9.11K ﹤0.01% 369
2021
Q3
$68K Buy
455
+445
+4,450% +$66.5K ﹤0.01% 433
2021
Q2
$2K Hold
10
﹤0.01% 990
2021
Q1
$2K Hold
10
﹤0.01% 997
2020
Q4
$1K Hold
10
﹤0.01% 1033
2020
Q3
$1K Buy
+10
New +$1K ﹤0.01% 1038
2019
Q4
Sell
-2,700
Closed -$60K 1128
2019
Q3
$60K Buy
+2,700
New +$60K ﹤0.01% 355
2017
Q4
Sell
-10,000
Closed -$15K 1029
2017
Q3
$15K Hold
10,000
﹤0.01% 229
2017
Q2
$9K Buy
+10,000
New +$9K ﹤0.01% 495
2015
Q3
Sell
-35,222
Closed -$268K 623
2015
Q2
$268K Buy
35,222
+1,613
+5% +$12.3K 0.04% 161
2015
Q1
$443K Buy
+33,609
New +$443K 0.07% 134