Williams Jones 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,110
| Closed | -$217K | – | 586 |
|
|
2022
Q2 | $217K | Sell |
1,110
-40
| -3% | -$7.82K | ﹤0.01% | 518 |
|
|
2022
Q1 | $232K | Sell |
1,150
-50
| -4% | -$10.1K | ﹤0.01% | 459 |
|
|
2021
Q4 | $220K | Buy |
+1,200
| New | +$220K | ﹤0.01% | 448 |
|
|
2021
Q2 | – | Sell |
-2,085
| Closed | -$338K | – | 504 |
|
|
2021
Q1 | $338K | Sell |
2,085
-3,435
| -62% | -$557K | 0.01% | 367 |
|
|
2020
Q4 | $969K | Sell |
5,520
-1,695
| -23% | -$298K | 0.02% | 229 |
|
|
2020
Q3 | $596K | Buy |
+7,215
| New | +$596K | 0.01% | 244 |
|