Raymond James Trust’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,832
| Closed | -$220K | – | 1217 |
|
2023
Q3 | $220K | Sell |
1,832
-327
| -15% | -$39.3K | 0.01% | 1041 |
|
2023
Q2 | $362K | Buy |
2,159
+134
| +7% | +$22.5K | 0.01% | 804 |
|
2023
Q1 | $426K | Buy |
2,025
+635
| +46% | +$134K | 0.01% | 701 |
|
2022
Q4 | $369K | Buy |
1,390
+200
| +17% | +$53.1K | 0.01% | 738 |
|
2022
Q3 | $331K | Sell |
1,190
-11
| -0.9% | -$3.06K | 0.01% | 745 |
|
2022
Q2 | $234K | Sell |
1,201
-31
| -3% | -$6.04K | 0.01% | 935 |
|
2022
Q1 | $249K | Buy |
+1,232
| New | +$249K | 0.01% | 979 |
|