LW
Linscomb Wealth’s Enphase Energy ENPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-922
| Closed | -$244K | – | 295 |
|
|
2022
Q4 | $244K | Buy |
922
+103
| +13% | +$27.3K | 0.01% | 306 |
|
|
2022
Q3 | $227K | Buy |
+819
| New | +$227K | 0.01% | 265 |
|
|
2022
Q2 | – | Sell |
-1,032
| Closed | -$208K | – | 299 |
|
|
2022
Q1 | $208K | Buy |
+1,032
| New | +$208K | 0.01% | 325 |
|
|
2021
Q4 | – | Sell |
-1,611
| Closed | -$242K | – | 337 |
|
|
2021
Q3 | $242K | Sell |
1,611
-65
| -4% | -$9.76K | 0.01% | 297 |
|
|
2021
Q2 | $308K | Buy |
1,676
+160
| +11% | +$29.4K | 0.02% | 262 |
|
|
2021
Q1 | $246K | Sell |
1,516
-860
| -36% | -$140K | 0.01% | 292 |
|
|
2020
Q4 | $417K | Buy |
+2,376
| New | +$417K | 0.02% | 210 |
|