Perigon Wealth Management’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 |
-2,614
| Closed | -$295K | – | 1050 |
|
|
2024
Q3 | $295K | Sell |
2,614
-18
| -0.7% | -$2.04K | 0.01% | 796 |
|
|
2024
Q2 | $262K | Sell |
2,632
-481
| -15% | -$48K | 0.01% | 740 |
|
|
2024
Q1 | $377K | Sell |
3,113
-5,543
| -64% | -$671K | 0.01% | 612 |
|
|
2023
Q4 | $1.14M | Sell |
8,656
-2,129
| -20% | -$281K | 0.04% | 316 |
|
|
2023
Q3 | $1.3M | Sell |
10,785
-702
| -6% | -$84.3K | 0.05% | 264 |
|
|
2023
Q2 | $1.92M | Buy |
+11,487
| New | +$1.92M | 0.08% | 211 |
|
|
2021
Q1 | – | Sell |
-207
| Closed | -$36K | – | 639 |
|
|
2020
Q4 | $36K | Buy |
+207
| New | +$36K | ﹤0.01% | 841 |
|