Montag & Associates’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-60
| Closed | -$10K | – | 912 |
|
|
2023
Q2 | $10K | Hold |
60
| – | – | ﹤0.01% | 748 |
|
|
2023
Q1 | $12.6K | Buy |
60
+35
| +140% | +$7.36K | ﹤0.01% | 712 |
|
|
2022
Q4 | $6.62K | Hold |
25
| – | – | ﹤0.01% | 786 |
|
|
2022
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 755 |
|
|
2022
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 758 |
|