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