J.W. Cole Advisors’s Enphase Energy ENPH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,943
Closed -$233K 827
2023
Q3
$233K Buy
1,943
+545
+39% +$65.5K 0.02% 638
2023
Q2
$234K Buy
+1,398
New +$234K 0.02% 656