PWM
PBMares Wealth Management’s Enphase Energy ENPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,218
| Closed | -$371K | – | 166 |
|
|
2023
Q2 | $371K | Buy |
2,218
+77
| +4% | +$12.9K | 0.13% | 121 |
|
|
2023
Q1 | $450K | Sell |
2,141
-7
| -0.3% | -$1.47K | 0.17% | 107 |
|
|
2022
Q4 | $569K | Hold |
2,148
| – | – | 0.23% | 78 |
|
|
2022
Q3 | $596K | Buy |
2,148
+5
| +0.2% | +$1.39K | 0.26% | 72 |
|
|
2022
Q2 | $418K | Sell |
2,143
-15,005
| -88% | -$2.93M | 0.18% | 102 |
|
|
2022
Q1 | $3.46M | Buy |
17,148
+3,600
| +27% | +$726K | 2.13% | 8 |
|
|
2021
Q4 | $2.48M | Buy |
13,548
+985
| +8% | +$180K | 1.05% | 16 |
|
|
2021
Q3 | $1.88M | Buy |
12,563
+480
| +4% | +$72K | 0.9% | 20 |
|
|
2021
Q2 | $2.22M | Sell |
12,083
-2,415
| -17% | -$444K | 1.21% | 15 |
|
|
2021
Q1 | $2.35M | Buy |
14,498
+198
| +1% | +$32.1K | 1.92% | 9 |
|
|
2020
Q4 | $2.51M | Buy |
14,300
+10,300
| +258% | +$1.81M | 2.88% | 4 |
|
|
2020
Q3 | $330K | Buy |
+4,000
| New | +$330K | 0.49% | 69 |
|
|
2020
Q1 | – | Sell |
-10,625
| Closed | -$278K | – | 116 |
|
|
2019
Q4 | $278K | Buy |
+10,625
| New | +$278K | 0.33% | 91 |
|