Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97K | Sell |
100
-800
| -89% | -$31.7K | ﹤0.01% | 561 |
|
|
2025
Q1 | $55.8K | Hold |
900
| – | – | 0.03% | 322 |
|
|
2024
Q4 | $61.8K | Sell |
900
-50
| -5% | -$3.43K | 0.03% | 314 |
|
|
2024
Q3 | $107K | Hold |
950
| – | – | 0.05% | 263 |
|
|
2024
Q2 | $94.7K | Buy |
950
+800
| +533% | +$79.8K | 0.04% | 275 |
|
|
2024
Q1 | $18.1K | Hold |
150
| – | – | 0.01% | 465 |
|
|
2023
Q4 | $19.8K | Sell |
150
-150
| -50% | -$19.8K | 0.01% | 447 |
|
|
2023
Q3 | $36K | Sell |
300
-950
| -76% | -$114K | 0.02% | 407 |
|
|
2023
Q2 | $209K | Hold |
1,250
| – | – | 0.1% | 180 |
|
|
2023
Q1 | $263K | Buy |
1,250
+150
| +14% | +$31.5K | 0.14% | 148 |
|
|
2022
Q4 | $291K | Sell |
1,100
-50
| -4% | -$13.2K | 0.16% | 147 |
|
|
2022
Q3 | $319K | Buy |
1,150
+175
| +18% | +$48.5K | 0.17% | 130 |
|
|
2022
Q2 | $190K | Sell |
975
-150
| -13% | -$29.2K | 0.1% | 188 |
|
|
2022
Q1 | $227K | Buy |
1,125
+525
| +88% | +$106K | 0.1% | 187 |
|
|
2021
Q4 | $110K | Hold |
600
| – | – | 0.04% | 322 |
|
|
2021
Q3 | $90K | Hold |
600
| – | – | 0.04% | 347 |
|
|
2021
Q2 | $110K | Buy |
600
+100
| +20% | +$18.3K | 0.03% | 363 |
|
|
2021
Q1 | $81K | Hold |
500
| – | – | 0.02% | 411 |
|
|
2020
Q4 | $88K | Hold |
500
| – | – | 0.03% | 371 |
|
|
2020
Q3 | $41K | Buy |
+500
| New | +$41K | 0.01% | 473 |
|