Independent Advisor Alliance’s Enphase Energy ENPH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,377
Closed -$269K 1353
2024
Q3
$269K Sell
2,377
-257
-10% -$29.1K 0.01% 596
2024
Q2
$263K Sell
2,634
-1,051
-29% -$105K 0.01% 608
2024
Q1
$446K Sell
3,685
-166
-4% -$20.1K 0.02% 478
2023
Q4
$509K Sell
3,851
-12,272
-76% -$1.62M 0.02% 439
2023
Q3
$1.94M Buy
16,123
+2,507
+18% +$301K 0.09% 198
2023
Q2
$2.28M Buy
13,616
+9,019
+196% +$1.51M 0.1% 177
2023
Q1
$967K Buy
+4,597
New +$967K 0.05% 291
2022
Q4
Sell
-4,587
Closed -$1.27M 485
2022
Q3
$1.27M Sell
4,587
-5
-0.1% -$1.39K 0.07% 230
2022
Q2
$897K Buy
4,592
+87
+2% +$17K 0.05% 287
2022
Q1
$909K Sell
4,505
-271
-6% -$54.7K 0.04% 291
2021
Q4
$874K Buy
4,776
+215
+5% +$39.3K 0.04% 299
2021
Q3
$684K Sell
4,561
-211
-4% -$31.6K 0.04% 318
2021
Q2
$876K Buy
4,772
+62
+1% +$11.4K 0.05% 298
2021
Q1
$764K Buy
4,710
+520
+12% +$84.3K 0.05% 296
2020
Q4
$735K Buy
4,190
+1,126
+37% +$198K 0.05% 271
2020
Q3
$253K Buy
+3,064
New +$253K 0.02% 416