Gradient Investments’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | 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% | -$467 | ﹤0.01% | 960 |
|
|
2023
Q4 | $1.32K | Sell |
10
-2,462
| -100% | -$261K | ﹤0.01% | 1339 |
|
|
2023
Q3 | $297K | Buy |
2,472
+90
| +4% | +$12.8K | 0.01% | 279 |
|
|
2023
Q2 | $399K | Buy |
2,382
+2,340
| +5,571% | +$418K | 0.01% | 258 |
|
|
2023
Q1 | $8.83K | Buy |
42
+32
| +320% | +$6.93K | ﹤0.01% | 837 |
|
|
2022
Q4 | $2.65K | Hold |
10
| – | – | ﹤0.01% | 1045 |
|
|
2022
Q3 | $3K | Sell |
10
-1,758
| -99% | -$474K | ﹤0.01% | 1050 |
|
|
2022
Q2 | $345K | Buy |
1,768
+770
| +77% | +$139K | 0.01% | 255 |
|
|
2022
Q1 | $201K | Buy |
998
+493
| +98% | +$77.5K | 0.01% | 288 |
|
|
2021
Q4 | $92K | Buy |
505
+50
| +11% | +$10.4K | ﹤0.01% | 369 |
|
|
2021
Q3 | $68K | Buy |
455
+445
| +4,450% | +$76.4K | ﹤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 | +$670 | ﹤0.01% | 1038 |
|
|
2019
Q4 | – | Sell |
-2,700
| Closed | -$60K | – | 1128 |
|
|
2019
Q3 | $60K | Buy |
+2,700
| New | +$69.2K | ﹤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 | +$9.9K | ﹤0.01% | 495 |
|
|
2015
Q3 | – | Sell |
-35,222
| Closed | -$268K | – | 623 |
|
|
2015
Q2 | $268K | Buy |
35,222
+1,613
| +5% | +$17.5K | 0.04% | 161 |
|
|
2015
Q1 | $443K | Buy |
+33,609
| New | +$435K | 0.07% | 134 |
|
Other funds holding ENPH
