United Asset Strategies’s Enphase Energy ENPH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,331	Closed	-$829K	–	236
2024 Q3	$829K	Buy	7,331 +835	+13%	+$93.3K	0.08%	153
2024 Q2	$648K	Buy	6,496 +150	+2%	+$17.5K	0.06%	169
2024 Q1	$768K	Buy	6,346 +141	+2%	+$16.5K	0.08%	170
2023 Q4	$820K	Buy	6,205 +1,977	+47%	+$210K	0.09%	154
2023 Q3	$508K	Buy	4,228 +470	+13%	+$67K	0.07%	179
2023 Q2	$629K	Buy	+3,758	New	+$671K	0.08%	157
2022 Q3	–	Sell	-1,475	Closed	-$288K	–	215
2022 Q2	$288K	Sell	1,475 -25	-2%	-$4.52K	0.04%	179
2022 Q1	$303K	Buy	1,500 +300	+25%	+$47.1K	0.04%	178
2021 Q4	$220K	Sell	1,200 -700	-37%	-$146K	0.03%	190
2021 Q3	$285K	Hold	1,900	–	–	0.04%	177
2021 Q2	$349K	Hold	1,900	–	–	0.05%	168
2021 Q1	$308K	Buy	+1,900	New	+$341K	0.04%	173