TMWM
Taylor & Morgan Wealth Management’s Enphase Energy ENPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,335
| Closed | -$264K | – | 76 |
|
|
2024
Q3 | $264K | Hold |
2,335
| – | – | 0.18% | 57 |
|
|
2024
Q2 | $233K | Sell |
2,335
-300
| -11% | -$29.9K | 0.16% | 54 |
|
|
2024
Q1 | $319K | Sell |
2,635
-150
| -5% | -$18.1K | 0.23% | 49 |
|
|
2023
Q4 | $368K | Sell |
2,785
-850
| -23% | -$112K | 0.29% | 44 |
|
|
2023
Q3 | $437K | Sell |
3,635
-450
| -11% | -$54.1K | 0.39% | 41 |
|
|
2023
Q2 | $684K | Buy |
+4,085
| New | +$684K | 0.56% | 29 |
|
|
2022
Q3 | – | Sell |
-4,113
| Closed | -$803K | – | 65 |
|
|
2022
Q2 | $803K | Buy |
4,113
+260
| +7% | +$50.8K | 0.76% | 28 |
|
|
2022
Q1 | $777K | Buy |
+3,853
| New | +$777K | 0.64% | 35 |
|