Sequoia Financial Advisors’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,151
| Closed | -$243K | – | 1359 |
|
|
2024
Q3 | $243K | Buy |
+2,151
| New | +$243K | ﹤0.01% | 1076 |
|
|
2024
Q2 | – | Sell |
-1,891
| Closed | -$229K | – | 1217 |
|
|
2024
Q1 | $229K | Sell |
1,891
-1,203
| -39% | -$146K | ﹤0.01% | 986 |
|
|
2023
Q4 | $409K | Buy |
3,094
+1,243
| +67% | +$164K | 0.01% | 800 |
|
|
2023
Q3 | $222K | Sell |
1,851
-44
| -2% | -$5.29K | ﹤0.01% | 811 |
|
|
2023
Q2 | $317K | Buy |
1,895
+1
| +0.1% | +$167 | 0.01% | 675 |
|
|
2023
Q1 | $398K | Sell |
1,894
-431
| -19% | -$90.6K | 0.01% | 532 |
|
|
2022
Q4 | $616K | Buy |
2,325
+749
| +48% | +$198K | 0.02% | 383 |
|
|
2022
Q3 | $437K | Sell |
1,576
-757
| -32% | -$210K | 0.01% | 311 |
|
|
2022
Q2 | $455K | Buy |
2,333
+172
| +8% | +$33.5K | 0.01% | 341 |
|
|
2022
Q1 | $436K | Buy |
2,161
+967
| +81% | +$195K | 0.01% | 390 |
|
|
2021
Q4 | $218K | Buy |
+1,194
| New | +$218K | 0.01% | 529 |
|