VWA
V Wealth Advisors’s Enphase Energy ENPH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-4,392
| Closed | -$736K | – | 182 |
|
2023
Q2 | $736K | Buy |
4,392
+338
| +8% | +$56.6K | 0.12% | 157 |
|
2023
Q1 | $852K | Buy |
4,054
+400
| +11% | +$84.1K | 0.16% | 138 |
|
2022
Q4 | $968K | Sell |
3,654
-6,824
| -65% | -$1.81M | 0.2% | 118 |
|
2022
Q3 | $2.91M | Sell |
10,478
-72
| -0.7% | -$20K | 0.58% | 29 |
|
2022
Q2 | $2.06M | Buy |
+10,550
| New | +$2.06M | 0.39% | 53 |
|