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 |
|