Kingswood 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
-2,574
Closed -$292K 828
2024
Q3
$292K Sell
2,574
-1,052
-29% -$119K 0.02% 574
2024
Q2
$362K Buy
3,626
+1,375
+61% +$137K 0.03% 472
2024
Q1
$272K Buy
+2,251
New +$272K 0.03% 512