JFS Wealth 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 |
-26
| Closed | -$2.94K | – | 1962 |
|
2024
Q3 | $2.94K | Buy |
26
+8
| +44% | +$904 | ﹤0.01% | 1327 |
|
2024
Q2 | $1.8K | Hold |
18
| – | – | ﹤0.01% | 1473 |
|
2024
Q1 | $2.18K | Buy |
18
+2
| +13% | +$242 | ﹤0.01% | 1412 |
|
2023
Q4 | $2.12K | Buy |
16
+7
| +78% | +$925 | ﹤0.01% | 1403 |
|
2023
Q3 | $1.08K | Sell |
9
-17
| -65% | -$2.04K | ﹤0.01% | 1574 |
|
2023
Q2 | $4.36K | Sell |
26
-7
| -21% | -$1.17K | ﹤0.01% | 1063 |
|
2023
Q1 | $6.94K | Sell |
33
-5
| -13% | -$1.05K | ﹤0.01% | 862 |
|
2022
Q4 | $10.1K | Buy |
38
+3
| +9% | +$795 | ﹤0.01% | 713 |
|
2022
Q3 | $10K | Buy |
35
+11
| +46% | +$3.14K | ﹤0.01% | 719 |
|
2022
Q2 | $5K | Sell |
24
-5
| -17% | -$1.04K | ﹤0.01% | 979 |
|
2022
Q1 | $6K | Buy |
29
+20
| +222% | +$4.14K | ﹤0.01% | 966 |
|
2021
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 1067 |
|