TAM
Telemark Asset Management’s Enphase Energy ENPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-40,000
| Closed | -$4.84M | – | 63 |
|
|
2024
Q1 | $4.84M | Hold |
40,000
| – | – | 0.5% | 53 |
|
|
2023
Q4 | $5.29M | Buy |
+40,000
| New | +$5.29M | 0.79% | 40 |
|
|
2023
Q2 | – | Sell |
-20,000
| Closed | -$4.21M | – | 51 |
|
|
2023
Q1 | $4.21M | Sell |
20,000
-70,000
| -78% | -$14.7M | 0.62% | 39 |
|
|
2022
Q4 | $23.8M | Sell |
90,000
-20,000
| -18% | -$5.3M | 3.62% | 9 |
|
|
2022
Q3 | $30.5M | Buy |
110,000
+30,000
| +38% | +$8.32M | 4.79% | 6 |
|
|
2022
Q2 | $15.6M | Sell |
80,000
-70,000
| -47% | -$13.7M | 2.64% | 16 |
|
|
2022
Q1 | $30.3M | Buy |
+150,000
| New | +$30.3M | 2.67% | 10 |
|