Moody Aldrich Partners’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,444
| Closed | -$282K | – | 155 |
|
|
2022
Q2 | $282K | Sell |
1,444
-11
| -0.8% | -$2.15K | 0.06% | 131 |
|
|
2022
Q1 | $294K | Buy |
1,455
+361
| +33% | +$72.9K | 0.04% | 135 |
|
|
2021
Q4 | $200K | Sell |
1,094
-454
| -29% | -$83K | 0.03% | 156 |
|
|
2021
Q3 | $232K | Sell |
1,548
-3
| -0.2% | -$450 | 0.03% | 162 |
|
|
2021
Q2 | $285K | Sell |
1,551
-25
| -2% | -$4.59K | 0.04% | 154 |
|
|
2021
Q1 | $256K | Buy |
1,576
+257
| +19% | +$41.7K | 0.04% | 165 |
|
|
2020
Q4 | $231K | Buy |
+1,319
| New | +$231K | 0.04% | 165 |
|
|
2020
Q2 | – | Sell |
-77,243
| Closed | -$2.49M | – | 167 |
|
|
2020
Q1 | $2.49M | Buy |
77,243
+4,977
| +7% | +$161K | 0.75% | 59 |
|
|
2019
Q4 | $1.89M | Sell |
72,266
-4,026
| -5% | -$105K | 0.39% | 90 |
|
|
2019
Q3 | $1.7M | Buy |
+76,292
| New | +$1.7M | 0.45% | 80 |
|