Kelleher Financial Advisors’s Enovix ENVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-40,686
| Closed | -$387K | – | 130 |
|
2024
Q4 | $387K | Sell |
40,686
-1,417
| -3% | -$13.5K | 0.15% | 81 |
|
2024
Q3 | $344K | Sell |
42,103
-4,263
| -9% | -$34.8K | 0.13% | 90 |
|
2024
Q2 | $627K | Buy |
46,366
+7,303
| +19% | +$98.8K | 0.26% | 55 |
|
2024
Q1 | $274K | Buy |
39,063
+1,834
| +5% | +$12.9K | 0.11% | 103 |
|
2023
Q4 | $408K | Buy |
37,229
+389
| +1% | +$4.26K | 0.19% | 66 |
|
2023
Q3 | $405K | Sell |
36,840
-3,680
| -9% | -$40.4K | 0.21% | 68 |
|
2023
Q2 | $640K | Buy |
40,520
+22,560
| +126% | +$356K | 0.37% | 48 |
|
2023
Q1 | $234K | Buy |
+17,960
| New | +$234K | 0.15% | 88 |
|