Pathstone Family Office’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 | $1.54M | Buy |
12,824
+3,961
| +45% | +$476K | 0.01% | 542 |
|
2023
Q2 | $1.51M | Buy |
8,863
+540
| +6% | +$91.7K | 0.02% | 373 |
|
2023
Q1 | $1.74M | Sell |
8,323
-17,129
| -67% | -$3.58M | 0.03% | 311 |
|
2022
Q4 | $6.18M | Buy |
25,452
+8,062
| +46% | +$1.96M | 0.05% | 241 |
|
2022
Q3 | $4.82M | Buy |
17,390
+9,330
| +116% | +$2.59M | 0.04% | 242 |
|
2022
Q2 | $1.57M | Sell |
8,060
-1,165
| -13% | -$227K | 0.03% | 246 |
|
2022
Q1 | $1.86M | Buy |
9,225
+371
| +4% | +$74.9K | 0.04% | 185 |
|
2021
Q4 | $1.62M | Buy |
8,854
+780
| +10% | +$143K | 0.04% | 229 |
|
2021
Q3 | $1.21M | Sell |
8,074
-511
| -6% | -$76.6K | 0.04% | 247 |
|
2021
Q2 | $1.58M | Sell |
8,585
-1,497
| -15% | -$275K | 0.05% | 184 |
|
2021
Q1 | $1.64M | Buy |
10,082
+9,332
| +1,244% | +$1.51M | 0.06% | 142 |
|
2020
Q4 | $132K | Hold |
750
| – | – | 0.01% | 333 |
|
2020
Q3 | $62K | Hold |
750
| – | – | 0.01% | 333 |
|
2020
Q2 | $36K | Buy |
+750
| New | +$36K | ﹤0.01% | 353 |
|