IAM Advisory’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 |
-3,113
| Closed | -$521K | – | 102 |
|
|
2023
Q2 | $521K | Buy |
3,113
+36
| +1% | +$6.03K | 0.18% | 60 |
|
|
2023
Q1 | $647K | Sell |
3,077
-291
| -9% | -$61.2K | 0.22% | 59 |
|
|
2022
Q4 | $892K | Sell |
3,368
-47
| -1% | -$12.5K | 0.33% | 43 |
|
|
2022
Q3 | $948K | Buy |
+3,415
| New | +$948K | 0.4% | 42 |
|