Mount Lucas Management’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-805
| Closed | -$96.7K | – | 156 |
|
|
2023
Q3 | $96.7K | Sell |
805
-102
| -11% | -$12.3K | 0.03% | 127 |
|
|
2023
Q2 | $152K | Buy |
907
+51
| +6% | +$8.54K | 0.05% | 136 |
|
|
2023
Q1 | $180K | Sell |
856
-51
| -6% | -$10.7K | 0.05% | 106 |
|
|
2022
Q4 | $240K | Sell |
907
-357
| -28% | -$94.6K | 0.08% | 93 |
|
|
2022
Q3 | $351K | Sell |
1,264
-24
| -2% | -$6.67K | 0.12% | 83 |
|
|
2022
Q2 | $251K | Buy |
1,288
+122
| +10% | +$23.8K | 0.08% | 84 |
|
|
2022
Q1 | $235K | Buy |
1,166
+69
| +6% | +$13.9K | 0.07% | 104 |
|
|
2021
Q4 | $201K | Buy |
+1,097
| New | +$201K | 0.06% | 128 |
|