Realta Investment Advisors’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 |
-1,034
| Closed | -$217K | – | 828 |
|
2023
Q1 | $217K | Sell |
1,034
-1
| -0.1% | -$210 | 0.05% | 372 |
|
2022
Q4 | $274K | Sell |
1,035
-2
| -0.2% | -$530 | 0.07% | 314 |
|
2022
Q3 | $288K | Sell |
1,037
-2
| -0.2% | -$555 | 0.08% | 289 |
|
2022
Q2 | $203K | Hold |
1,039
| – | – | 0.05% | 358 |
|
2022
Q1 | $210K | Buy |
+1,039
| New | +$210K | 0.04% | 383 |
|
2020
Q1 | – | Sell |
-500
| Closed | -$11K | – | 612 |
|
2019
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 1104 |
|
2019
Q3 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 1085 |
|