Pinnacle Associates’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
-1,995
Closed -$264K 850
2024
Q3
$264K Sell
1,995
-805
-29% -$106K ﹤0.01% 712
2024
Q2
$279K Buy
2,800
+290
+12% +$28.9K ﹤0.01% 705
2024
Q1
$304K Buy
2,510
+515
+26% +$62.3K ﹤0.01% 702
2023
Q4
$264K Sell
1,995
-602
-23% -$79.5K ﹤0.01% 722
2023
Q3
$312K Buy
2,597
+358
+16% +$43K 0.01% 663
2023
Q2
$375K Buy
2,239
+1,196
+115% +$200K 0.01% 626
2023
Q1
$219K Hold
1,043
﹤0.01% 709
2022
Q4
$276K Buy
1,043
+102
+11% +$27K 0.01% 631
2022
Q3
$261K Buy
+941
New +$261K 0.01% 632
2022
Q2
Sell
-3,347
Closed -$675K 757
2022
Q1
$675K Buy
+3,347
New +$675K 0.01% 504