MSAM
Moloney Securities Asset Management’s Enphase Energy ENPH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,035
| Closed | -$218K | – | 432 |
|
2023
Q1 | $218K | Sell |
1,035
-20
| -2% | -$4.21K | 0.04% | 366 |
|
2022
Q4 | $280K | Buy |
1,055
+100
| +10% | +$26.5K | 0.06% | 298 |
|
2022
Q3 | $265K | Buy |
+955
| New | +$265K | 0.06% | 288 |
|
2022
Q2 | – | Sell |
-1,421
| Closed | -$287K | – | 390 |
|
2022
Q1 | $287K | Buy |
1,421
+168
| +13% | +$33.9K | 0.06% | 309 |
|
2021
Q4 | $229K | Buy |
+1,253
| New | +$229K | 0.04% | 382 |
|
2021
Q3 | – | Sell |
-1,254
| Closed | -$230K | – | 441 |
|
2021
Q2 | $230K | Sell |
1,254
-248
| -17% | -$45.5K | 0.04% | 371 |
|
2021
Q1 | $244K | Buy |
+1,502
| New | +$244K | 0.05% | 337 |
|