J.P. Morgan Private Wealth Advisors’s Enphase Energy ENPH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.3M Buy
+10,853
New +$1.3M ﹤0.01% 889
2023
Q2
Sell
-9,310
Closed -$1.96M 1608
2023
Q1
$1.96M Sell
9,310
-33,789
-78% -$7.11M ﹤0.01% 884
2022
Q4
$11.4M Buy
43,099
+35,474
+465% +$9.4M 0.03% 396
2022
Q3
$2.12M Buy
7,625
+1,883
+33% +$523K 0.01% 819
2022
Q2
$1.12M Buy
5,742
+101
+2% +$19.7K ﹤0.01% 1086
2022
Q1
$1.14M Sell
5,641
-8,724
-61% -$1.76M ﹤0.01% 1159
2021
Q4
$2.63M Buy
14,365
+9,552
+198% +$1.75M 0.01% 808
2021
Q3
$722K Sell
4,813
-8,877
-65% -$1.33M ﹤0.01% 1362
2021
Q2
$2.51M Buy
+13,690
New +$2.51M 0.01% 793