Horan Securities’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-159
| Closed | -$26.6K | – | 257 |
|
|
2023
Q2 | $26.6K | Hold |
159
| – | – | 0.01% | 290 |
|
|
2023
Q1 | $33.4K | Hold |
159
| – | – | 0.02% | 255 |
|
|
2022
Q4 | $42.1K | Hold |
159
| – | – | 0.02% | 225 |
|
|
2022
Q3 | $44K | Hold |
159
| – | – | 0.03% | 191 |
|
|
2022
Q2 | $33K | Hold |
159
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $32K | Hold |
159
| – | – | 0.02% | 211 |
|
|
2021
Q4 | $29K | Buy |
+159
| New | +$29K | 0.02% | 215 |
|
|
2021
Q2 | $19K | Hold |
104
| – | – | 0.01% | 236 |
|
|
2021
Q1 | $17K | Sell |
104
-29
| -22% | -$4.74K | 0.01% | 221 |
|
|
2020
Q4 | $23K | Hold |
133
| – | – | 0.02% | 177 |
|
|
2020
Q3 | $11K | Hold |
133
| – | – | 0.01% | 204 |
|
|
2020
Q2 | $6K | Sell |
133
-502
| -79% | -$22.6K | 0.01% | 227 |
|
|
2020
Q1 | $21K | Buy |
+635
| New | +$21K | 0.03% | 98 |
|