SDH
Sloy Dahl & Holst’s Enphase Energy ENPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35,398
| Closed | -$4.68M | – | 89 |
|
|
2023
Q4 | $4.68M | Buy |
35,398
+527
| +2% | +$69.6K | 0.96% | 11 |
|
|
2023
Q3 | $4.19M | Sell |
34,871
-103,226
| -75% | -$12.4M | 0.91% | 7 |
|
|
2023
Q2 | $23.1M | Buy |
138,097
+21,294
| +18% | +$3.57M | 4.23% | 4 |
|
|
2023
Q1 | $24.6M | Buy |
116,803
+7,878
| +7% | +$1.66M | 5.55% | 3 |
|
|
2022
Q4 | $28.9M | Sell |
108,925
-32,955
| -23% | -$8.73M | 10.08% | 3 |
|
|
2022
Q3 | $39.4M | Sell |
141,880
-2,055
| -1% | -$570K | 8.31% | 3 |
|
|
2022
Q2 | $28.1M | Sell |
143,935
-1,580
| -1% | -$308K | 6.7% | 3 |
|
|
2022
Q1 | $29.4M | Buy |
145,515
+11,517
| +9% | +$2.32M | 4.87% | 3 |
|
|
2021
Q4 | $20.1M | Hold |
133,998
| – | – | 4.27% | 3 |
|
|
2021
Q3 | $20.1M | Buy |
133,998
+25,644
| +24% | +$3.85M | 4.27% | 3 |
|
|
2021
Q2 | $19.9M | Buy |
108,354
+2,820
| +3% | +$518K | 2.68% | 5 |
|
|
2021
Q1 | $17.1M | Buy |
105,534
+59,142
| +127% | +$9.59M | 2.45% | 6 |
|
|
2020
Q4 | $9.69M | Buy |
46,392
+11,473
| +33% | +$2.4M | 4.64% | 3 |
|
|
2020
Q3 | $3.55M | Buy |
+34,919
| New | +$3.55M | 1.35% | 8 |
|
|
2020
Q2 | – | Sell |
-33,279
| Closed | -$1.07M | – | 41 |
|
|
2020
Q1 | $1.07M | Buy |
+33,279
| New | +$1.07M | 0.82% | 15 |
|