Sequoia Financial Advisors’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,151	Closed	-$243K	–	1372
2024 Q3	$243K	Buy	+2,151	New	+$240K	﹤0.01%	1079
2024 Q2	–	Sell	-1,891	Closed	-$229K	–	1242
2024 Q1	$229K	Sell	1,891 -1,203	-39%	-$140K	﹤0.01%	990
2023 Q4	$409K	Buy	3,094 +1,243	+67%	+$132K	0.01%	802
2023 Q3	$222K	Sell	1,851 -44	-2%	-$6.27K	﹤0.01%	814
2023 Q2	$317K	Buy	1,895 +1	+0.1%	+$179	0.01%	677
2023 Q1	$398K	Sell	1,894 -431	-19%	-$93.4K	0.01%	534
2022 Q4	$616K	Buy	2,325 +749	+48%	+$218K	0.02%	383
2022 Q3	$437K	Sell	1,576 -757	-32%	-$204K	0.01%	311
2022 Q2	$455K	Buy	2,333 +172	+8%	+$31.1K	0.01%	341
2022 Q1	$436K	Buy	2,161 +967	+81%	+$152K	0.01%	390
2021 Q4	$218K	Buy	+1,194	New	+$249K	0.01%	529