Kingsview Wealth Management’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,212	Closed	-$510K	–	1056
2024 Q1	$510K	Sell	4,212 -904	-18%	-$105K	0.01%	661
2023 Q4	$676K	Sell	5,116 -4,364	-46%	-$463K	0.02%	571
2023 Q3	$1.14M	Buy	9,480 +4,080	+76%	+$581K	0.04%	405
2023 Q2	$904K	Sell	5,400 -649	-11%	-$116K	0.04%	436
2023 Q1	$1.27M	Buy	6,049 +3,986	+193%	+$863K	0.05%	334
2022 Q4	$547K	Buy	2,063 +723	+54%	+$210K	0.02%	484
2022 Q3	$372K	Buy	+1,340	New	+$361K	0.02%	577
2022 Q1	–	Sell	-1,504	Closed	-$275K	–	903
2021 Q4	$275K	Buy	1,504 +73	+5%	+$15.2K	0.01%	766
2021 Q3	$215K	Buy	+1,431	New	+$246K	0.01%	784
2021 Q2	–	Sell	-2,450	Closed	-$399K	–	939
2021 Q1	$399K	Sell	2,450 -1,177	-32%	-$211K	0.02%	566
2020 Q4	$636K	Sell	3,627 -1,393	-28%	-$177K	0.05%	386
2020 Q3	$415K	Buy	+5,020	New	+$336K	0.04%	408