Regal 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
Q3 | – | Sell |
-1,211
| Closed | -$203K | – | 507 |
|
2023
Q2 | $203K | Sell |
1,211
-1,978
| -62% | -$331K | 0.02% | 477 |
|
2023
Q1 | $671K | Buy |
3,189
+1,874
| +143% | +$394K | 0.06% | 244 |
|
2022
Q4 | $348K | Sell |
1,315
-13
| -1% | -$3.44K | 0.03% | 348 |
|
2022
Q3 | $368K | Buy |
1,328
+34
| +3% | +$9.42K | 0.04% | 318 |
|
2022
Q2 | $253K | Buy |
1,294
+10
| +0.8% | +$1.96K | 0.03% | 407 |
|
2022
Q1 | $259K | Sell |
1,284
-9
| -0.7% | -$1.82K | 0.02% | 443 |
|
2021
Q4 | $237K | Buy |
+1,293
| New | +$237K | 0.02% | 485 |
|
2021
Q3 | – | Sell |
-1,263
| Closed | -$232K | – | 526 |
|
2021
Q2 | $232K | Buy |
+1,263
| New | +$232K | 0.02% | 482 |
|
2021
Q1 | – | Sell |
-2,116
| Closed | -$371K | – | 133 |
|
2020
Q4 | $371K | Buy |
+2,116
| New | +$371K | 0.04% | 325 |
|