United Asset Strategies’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,331
| Closed | -$829K | – | 236 |
|
|
2024
Q3 | $829K | Buy |
7,331
+835
| +13% | +$94.4K | 0.08% | 153 |
|
|
2024
Q2 | $648K | Buy |
6,496
+150
| +2% | +$15K | 0.06% | 169 |
|
|
2024
Q1 | $768K | Buy |
6,346
+141
| +2% | +$17.1K | 0.08% | 170 |
|
|
2023
Q4 | $820K | Buy |
6,205
+1,977
| +47% | +$261K | 0.09% | 154 |
|
|
2023
Q3 | $508K | Buy |
4,228
+470
| +13% | +$56.5K | 0.07% | 179 |
|
|
2023
Q2 | $629K | Buy |
+3,758
| New | +$629K | 0.08% | 157 |
|
|
2022
Q3 | – | Sell |
-1,475
| Closed | -$288K | – | 215 |
|
|
2022
Q2 | $288K | Sell |
1,475
-25
| -2% | -$4.88K | 0.04% | 179 |
|
|
2022
Q1 | $303K | Buy |
1,500
+300
| +25% | +$60.6K | 0.04% | 178 |
|
|
2021
Q4 | $220K | Sell |
1,200
-700
| -37% | -$128K | 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 | +$308K | 0.04% | 173 |
|