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EWM
Elmwood Wealth Management’s
Enphase Energy
ENPH
Stock Holding History
Elmwood Wealth Management’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
2022
Q1
–
Sell
-80
Closed
-$15K
–
170
2021
Q4
$15K
Buy
+80
New
+$16.7K
0.01%
263
2021
Q2
$15K
Hold
80
–
–
0.01%
237
2021
Q1
$13K
Buy
+80
New
+$14.4K
0.01%
235
2020
Q3
$4K
Hold
80
–
–
﹤0.01%
216
2020
Q2
$4K
Hold
80
–
–
﹤0.01%
216
2020
Q1
$366
Buy
+80
New
+$3.02K
﹤0.01%
286
2019
Q4
–
Sell
-80
Closed
-$2K
–
136
2019
Q3
$2K
Hold
80
–
–
﹤0.01%
244
2019
Q2
$1K
Hold
80
–
–
﹤0.01%
270
2019
Q1
$1K
Hold
80
–
–
﹤0.01%
269
2018
Q4
$0
Hold
80
–
–
﹤0.01%
292
2018
Q3
$388
Hold
80
–
–
﹤0.01%
277
2018
Q2
$538
Hold
80
–
–
﹤0.01%
279
2018
Q1
$366
Buy
+80
New
+$243
﹤0.01%
286
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1-Year Est. Return
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1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Brown Advisory
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$60.9B AUM
15.24%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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