TWA
TCI Wealth Advisors’s Enphase Energy ENPH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-210
| Closed | -$44.2K | – | 821 |
|
2023
Q1 | $44.2K | Sell |
210
-152
| -42% | -$32K | 0.01% | 460 |
|
2022
Q4 | $95.9K | Sell |
362
-62
| -15% | -$16.4K | 0.01% | 274 |
|
2022
Q3 | $118K | Sell |
424
-136
| -24% | -$37.8K | 0.02% | 225 |
|
2022
Q2 | $109K | Buy |
560
+400
| +250% | +$77.9K | 0.02% | 237 |
|
2022
Q1 | $32K | Sell |
160
-22
| -12% | -$4.4K | ﹤0.01% | 521 |
|
2021
Q4 | $33K | Buy |
182
+39
| +27% | +$7.07K | ﹤0.01% | 507 |
|
2021
Q3 | $21K | Buy |
143
+1
| +0.7% | +$147 | ﹤0.01% | 652 |
|
2021
Q2 | $26K | Sell |
142
-96
| -40% | -$17.6K | ﹤0.01% | 526 |
|
2021
Q1 | $39K | Buy |
238
+99
| +71% | +$16.2K | 0.02% | 384 |
|
2020
Q4 | $24K | Buy |
139
+6
| +5% | +$1.04K | 0.01% | 436 |
|
2020
Q3 | $11K | Hold |
133
| – | – | ﹤0.01% | 543 |
|
2020
Q2 | $6K | Hold |
133
| – | – | ﹤0.01% | 672 |
|
2020
Q1 | $4K | Hold |
133
| – | – | ﹤0.01% | 751 |
|
2019
Q4 | $3K | Hold |
133
| – | – | ﹤0.01% | 1007 |
|
2019
Q3 | $3K | Hold |
133
| – | – | ﹤0.01% | 941 |
|
2019
Q2 | $2K | Hold |
133
| – | – | ﹤0.01% | 996 |
|
2019
Q1 | $1K | Hold |
133
| – | – | ﹤0.01% | 1190 |
|
2018
Q4 | $1K | Buy |
+133
| New | +$1K | ﹤0.01% | 1181 |
|