J.P. Marvel Investment Advisors’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 |
-4,369
| Closed | -$494K | – | 72 |
|
|
2024
Q3 | $494K | Sell |
4,369
-25
| -0.6% | -$2.83K | 0.08% | 69 |
|
|
2024
Q2 | $438K | Hold |
4,394
| – | – | 0.07% | 68 |
|
|
2024
Q1 | $532K | Buy |
4,394
+2,284
| +108% | +$276K | 0.09% | 67 |
|
|
2023
Q4 | $279K | Sell |
2,110
-680
| -24% | -$89.9K | 0.06% | 68 |
|
|
2023
Q3 | $335K | Hold |
2,790
| – | – | 0.07% | 65 |
|
|
2023
Q2 | $467K | Hold |
2,790
| – | – | 0.1% | 65 |
|
|
2023
Q1 | $587K | Hold |
2,790
| – | – | 0.13% | 64 |
|
|
2022
Q4 | $739K | Buy |
2,790
+680
| +32% | +$180K | 0.17% | 58 |
|
|
2022
Q3 | $585K | Buy |
+2,110
| New | +$585K | 0.15% | 60 |
|