Roman Butler Fullerton & Co’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 |
-1,867
| Closed | -$231K | – | 212 |
|
|
2023
Q3 | $231K | Sell |
1,867
-41
| -2% | -$5.08K | 0.11% | 171 |
|
|
2023
Q2 | $354K | Hold |
1,908
| – | – | 0.16% | 140 |
|
|
2023
Q1 | $421K | Buy |
1,908
+327
| +21% | +$72.1K | 0.21% | 119 |
|
|
2022
Q4 | $397K | Sell |
1,581
-50
| -3% | -$12.6K | 0.21% | 129 |
|
|
2022
Q3 | $417K | Buy |
+1,631
| New | +$417K | 0.27% | 105 |
|
|
2022
Q2 | – | Sell |
-1,508
| Closed | -$304K | – | 182 |
|
|
2022
Q1 | $304K | Buy |
+1,508
| New | +$304K | 0.14% | 157 |
|
|
2021
Q2 | – | Sell |
-4,994
| Closed | -$728K | – | 189 |
|
|
2021
Q1 | $728K | Buy |
4,994
+206
| +4% | +$30K | 0.36% | 88 |
|
|
2020
Q4 | $840K | Buy |
4,788
+2,148
| +81% | +$377K | 0.5% | 67 |
|
|
2020
Q3 | $218K | Buy |
+2,640
| New | +$218K | 0.14% | 147 |
|