L.J. Altfest & Co’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 |
-3,022
| Closed | -$342K | – | 340 |
|
2024
Q3 | $342K | Buy |
+3,022
| New | +$342K | 0.05% | 262 |
|
2024
Q2 | – | Sell |
-4,841
| Closed | -$586K | – | 324 |
|
2024
Q1 | $586K | Buy |
4,841
+1,269
| +36% | +$154K | 0.08% | 173 |
|
2023
Q4 | $472K | Buy |
+3,572
| New | +$472K | 0.07% | 192 |
|
2023
Q2 | – | Sell |
-992
| Closed | -$209K | – | 295 |
|
2023
Q1 | $209K | Buy |
+992
| New | +$209K | 0.03% | 259 |
|
2021
Q3 | – | Sell |
-1,326
| Closed | -$243K | – | 261 |
|
2021
Q2 | $243K | Buy |
+1,326
| New | +$243K | 0.05% | 237 |
|