WR Wealth Planners’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 |
-1,050
| Closed | -$119K | – | 1126 |
|
|
2024
Q3 | $119K | Sell |
1,050
-75
| -7% | -$8.48K | 0.03% | 244 |
|
|
2024
Q2 | $112K | Hold |
1,125
| – | – | 0.03% | 234 |
|
|
2024
Q1 | $136K | Buy |
+1,125
| New | +$136K | 0.04% | 220 |
|
|
2023
Q4 | – | Sell |
-1,138
| Closed | -$137K | – | 393 |
|
|
2023
Q3 | $137K | Buy |
1,138
+13
| +1% | +$1.56K | 0.05% | 205 |
|
|
2023
Q2 | $188K | Sell |
1,125
-522
| -32% | -$87.4K | 0.07% | 176 |
|
|
2023
Q1 | $346K | Buy |
+1,647
| New | +$346K | 0.15% | 111 |
|