OneDigital Investment Advisors’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,008
| Closed | -$227K | – | 1436 |
|
|
2024
Q3 | $227K | Buy |
+2,008
| New | +$227K | ﹤0.01% | 1295 |
|
|
2023
Q2 | – | Sell |
-3,203
| Closed | -$674K | – | 1025 |
|
|
2023
Q1 | $674K | Buy |
3,203
+154
| +5% | +$32.4K | 0.02% | 512 |
|
|
2022
Q4 | $808K | Buy |
3,049
+397
| +15% | +$105K | 0.02% | 404 |
|
|
2022
Q3 | $736K | Buy |
+2,652
| New | +$736K | 0.03% | 365 |
|