Pinnacle Wealth Planning Services’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-964
| Closed | -$203K | – | 472 |
|
2023
Q1 | $203K | Sell |
964
-12
| -1% | -$2.52K | 0.03% | 402 |
|
2022
Q4 | $259K | Buy |
976
+6
| +0.6% | +$1.59K | 0.05% | 293 |
|
2022
Q3 | $269K | Buy |
+970
| New | +$269K | 0.05% | 261 |
|
2021
Q1 | – | Sell |
-475
| Closed | -$83K | – | 825 |
|
2020
Q4 | $83K | Buy |
+475
| New | +$83K | 0.02% | 552 |
|