Private Advisory Group’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,609
| Closed | -$213K | – | 191 |
|
|
2023
Q4 | $213K | Sell |
1,609
-165
| -9% | -$21.8K | 0.04% | 185 |
|
|
2023
Q3 | $213K | Hold |
1,774
| – | – | 0.04% | 190 |
|
|
2023
Q2 | $297K | Hold |
1,774
| – | – | 0.06% | 181 |
|
|
2023
Q1 | $373K | Hold |
1,774
| – | – | 0.08% | 157 |
|
|
2022
Q4 | $470K | Sell |
1,774
-1,215
| -41% | -$322K | 0.1% | 133 |
|
|
2022
Q3 | $829K | Sell |
2,989
-247
| -8% | -$68.5K | 0.19% | 100 |
|
|
2022
Q2 | $632K | Buy |
3,236
+1,363
| +73% | +$266K | 0.14% | 96 |
|
|
2022
Q1 | $378K | Hold |
1,873
| – | – | 0.07% | 121 |
|
|
2021
Q4 | $343K | Sell |
1,873
-197
| -10% | -$36.1K | 0.06% | 110 |
|
|
2021
Q3 | $310K | Buy |
+2,070
| New | +$310K | 0.08% | 101 |
|