Wagner Wealth Management’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,789
| Closed | -$575K | – | 233 |
|
|
2023
Q3 | $575K | Sell |
4,789
-117
| -2% | -$14.1K | 0.21% | 66 |
|
|
2023
Q2 | $822K | Buy |
4,906
+208
| +4% | +$34.8K | 0.31% | 57 |
|
|
2023
Q1 | $988K | Buy |
4,698
+531
| +13% | +$112K | 0.45% | 49 |
|
|
2022
Q4 | $1.1M | Buy |
4,167
+139
| +3% | +$36.8K | 0.68% | 41 |
|
|
2022
Q3 | $1.12M | Sell |
4,028
-9
| -0.2% | -$2.5K | 0.83% | 30 |
|
|
2022
Q2 | $788K | Sell |
4,037
-152
| -4% | -$29.7K | 0.63% | 39 |
|
|
2022
Q1 | $845K | Sell |
4,189
-302
| -7% | -$60.9K | 0.59% | 43 |
|
|
2021
Q4 | $822K | Buy |
4,491
+8
| +0.2% | +$1.46K | 0.63% | 39 |
|
|
2021
Q3 | $1.04M | Sell |
4,483
-1,125
| -20% | -$260K | 0.83% | 31 |
|
|
2021
Q2 | $1.03M | Buy |
5,608
+1,478
| +36% | +$271K | 0.74% | 35 |
|
|
2021
Q1 | $670K | Buy |
4,130
+1
| +0% | +$162 | 0.53% | 52 |
|
|
2020
Q4 | $725K | Buy |
+4,129
| New | +$725K | 0.69% | 47 |
|
|
2018
Q3 | $30K | Buy |
6,200
+2,200
| +55% | +$10.6K | 0.02% | 299 |
|
|
2018
Q2 | $27K | Hold |
4,000
| – | – | 0.02% | 284 |
|
|
2018
Q1 | $18K | Buy |
+4,000
| New | +$18K | 0.01% | 307 |
|