Sheets Smith Wealth Management’s Enphase Energy ENPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,878
| Closed | -$527K | – | 365 |
|
|
2021
Q4 | $527K | Buy |
2,878
+160
| +6% | +$29.3K | 0.07% | 223 |
|
|
2021
Q3 | $408K | Sell |
2,718
-85
| -3% | -$12.8K | 0.06% | 246 |
|
|
2021
Q2 | $515K | Hold |
2,803
| – | – | 0.07% | 217 |
|
|
2021
Q1 | $455K | Sell |
2,803
-2,798
| -50% | -$454K | 0.07% | 217 |
|
|
2020
Q4 | $983K | Buy |
5,601
+46
| +0.8% | +$8.07K | 0.15% | 134 |
|
|
2020
Q3 | $459K | Buy |
+5,555
| New | +$459K | 0.08% | 191 |
|