James Investment Research’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 |
-1,228
| Closed | -$206K | – | 294 |
|
2023
Q2 | $206K | Buy |
1,228
+49
| +4% | +$8.21K | 0.03% | 263 |
|
2023
Q1 | $248K | Sell |
1,179
-2,662
| -69% | -$560K | 0.03% | 247 |
|
2022
Q4 | $1.02M | Buy |
3,841
+2,881
| +300% | +$764K | 0.14% | 124 |
|
2022
Q3 | $266K | Sell |
960
-569
| -37% | -$158K | 0.04% | 224 |
|
2022
Q2 | $299K | Buy |
1,529
+515
| +51% | +$101K | 0.04% | 217 |
|
2022
Q1 | $205K | Sell |
1,014
-359
| -26% | -$72.6K | 0.02% | 275 |
|
2021
Q4 | $251K | Sell |
1,373
-225
| -14% | -$41.1K | 0.02% | 264 |
|
2021
Q3 | $240K | Sell |
1,598
-128
| -7% | -$19.2K | 0.02% | 254 |
|
2021
Q2 | $317K | Buy |
1,726
+315
| +22% | +$57.9K | 0.03% | 244 |
|
2021
Q1 | $229K | Buy |
+1,411
| New | +$229K | 0.02% | 271 |
|