Mission Wealth Management’s EnerSys ENS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$204K | – | 635 |
|
|
2024
Q3 | $204K | Hold |
2,000
| – | – | ﹤0.01% | 609 |
|
|
2024
Q2 | $207K | Sell |
2,000
-1,050
| -34% | -$109K | 0.01% | 581 |
|
|
2024
Q1 | $288K | Hold |
3,050
| – | – | 0.01% | 535 |
|
|
2023
Q4 | $308K | Hold |
3,050
| – | – | 0.01% | 447 |
|
|
2023
Q3 | $289K | Hold |
3,050
| – | – | 0.01% | 432 |
|
|
2023
Q2 | $331K | Hold |
3,050
| – | – | 0.01% | 417 |
|
|
2023
Q1 | $265K | Hold |
3,050
| – | – | 0.01% | 441 |
|
|
2022
Q4 | $225K | Buy |
+3,050
| New | +$225K | 0.01% | 449 |
|
|
2022
Q2 | – | Sell |
-3,050
| Closed | -$227K | – | 494 |
|
|
2022
Q1 | $227K | Hold |
3,050
| – | – | 0.01% | 455 |
|
|
2021
Q4 | $241K | Hold |
3,050
| – | – | 0.01% | 455 |
|
|
2021
Q3 | $227K | Hold |
3,050
| – | – | 0.01% | 444 |
|
|
2021
Q2 | $298K | Sell |
3,050
-300
| -9% | -$29.3K | 0.02% | 389 |
|
|
2021
Q1 | $304K | Buy |
+3,350
| New | +$304K | 0.02% | 359 |
|