Lake Street Private Wealth’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,657
| Closed | -$200K | – | 325 |
|
|
2024
Q1 | $200K | Sell |
1,657
-430
| -21% | -$52K | 0.03% | 306 |
|
|
2023
Q4 | $276K | Buy |
+2,087
| New | +$276K | 0.04% | 256 |
|
|
2023
Q3 | – | Sell |
-1,458
| Closed | -$244K | – | 289 |
|
|
2023
Q2 | $244K | Buy |
1,458
+2
| +0.1% | +$335 | 0.04% | 249 |
|
|
2023
Q1 | $306K | Sell |
1,456
-3
| -0.2% | -$631 | 0.06% | 227 |
|
|
2022
Q4 | $387K | Buy |
1,459
+3
| +0.2% | +$795 | 0.08% | 200 |
|
|
2022
Q3 | $404K | Buy |
1,456
+1
| +0.1% | +$277 | 0.09% | 184 |
|
|
2022
Q2 | $284K | Hold |
1,455
| – | – | 0.06% | 231 |
|
|
2022
Q1 | $294K | Sell |
1,455
-95
| -6% | -$19.2K | 0.05% | 252 |
|
|
2021
Q4 | $284K | Sell |
1,550
-5
| -0.3% | -$916 | 0.05% | 263 |
|
|
2021
Q3 | $233K | Buy |
1,555
+100
| +7% | +$15K | 0.06% | 198 |
|
|
2021
Q2 | $266K | Hold |
1,455
| – | – | 0.07% | 179 |
|
|
2021
Q1 | $236K | Hold |
1,455
| – | – | 0.07% | 189 |
|
|
2020
Q4 | $255K | Buy |
+1,455
| New | +$255K | 0.07% | 173 |
|