Merriman Wealth Management’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-20,000
| Closed | -$30K | – | 170 |
|
|
2017
Q3 | $30K | Hold |
20,000
| – | – | 0.01% | 156 |
|
|
2017
Q2 | $17K | Sell |
20,000
-10,000
| -33% | -$8.5K | ﹤0.01% | 114 |
|
|
2017
Q1 | $41K | Buy |
30,000
+1,500
| +5% | +$2.05K | 0.01% | 130 |
|
|
2016
Q4 | $30K | Buy |
+28,500
| New | +$30K | 0.01% | 121 |
|
|
2016
Q3 | – | Sell |
-20,000
| Closed | -$40K | – | 137 |
|
|
2016
Q2 | $40K | Buy |
+20,000
| New | +$40K | 0.01% | 103 |
|