Synergy Financial Group’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,000
| Closed | -$396K | – | 85 |
|
2023
Q4 | $396K | Hold |
3,000
| – | – | 0.49% | 47 |
|
2023
Q3 | $360K | Hold |
3,000
| – | – | 0.5% | 46 |
|
2023
Q2 | $502K | Hold |
3,000
| – | – | 0.68% | 37 |
|
2023
Q1 | $631K | Hold |
3,000
| – | – | 1.03% | 22 |
|
2022
Q4 | $795K | Hold |
3,000
| – | – | 1.57% | 18 |
|
2022
Q3 | $832K | Hold |
3,000
| – | – | 1.25% | 23 |
|
2022
Q2 | $586K | Buy |
+3,000
| New | +$586K | 0.92% | 31 |
|