United Capital Financial Advisors’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
-2,072
Closed -$234K 1066
2024
Q3
$234K Sell
2,072
-956
-32% -$108K ﹤0.01% 955
2024
Q2
$302K Buy
3,028
+586
+24% +$58.4K ﹤0.01% 842
2024
Q1
$295K Buy
2,442
+743
+44% +$89.9K ﹤0.01% 875
2023
Q4
$225K Buy
+1,699
New +$225K ﹤0.01% 963