XR Securities’s Enphase Energy ENPH Stock Holding History

XR Securities’s Portfolio ENPH Stock Details ENPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Hold	0	–	–	–	413
2023 Q4	–	Sell	-3,091	Closed	-$328K	–	456
2023 Q3	$371K	Buy	3,091 +1,285	+71%	+$183K	0.51%	287
2023 Q2	$302K	Buy	+1,806	New	+$323K	0.47%	292
2023 Q1	–	Hold	0	–	–	–	524
2022 Q4	–	Hold	0	–	–	–	574
2022 Q3	–	Hold	0	–	–	–	425
2022 Q1	–	Sell	-2,865	Closed	-$524K	–	435
2021 Q4	$524K	Buy	2,865 +243	+9%	+$50.7K	0.06%	97
2021 Q3	$393K	Sell	2,622 -923	-26%	-$158K	0.36%	113
2021 Q2	$651K	Sell	3,545 -431	-11%	-$63.2K	0.54%	62
2021 Q1	$645K	Buy	3,976 +2,223	+127%	+$399K	0.36%	70
2020 Q4	$308K	Sell	1,753 -3,797	-68%	-$482K	0.18%	134
2020 Q3	$458K	Buy	+5,550	New	+$372K	0.77%	59

Other funds holding ENPH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return