Essex Investment Management’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 |
-10,261
| Closed | -$1.16M | – | 312 |
|
|
2024
Q3 | $1.16M | Sell |
10,261
-191
| -2% | -$21.6K | 0.2% | 140 |
|
|
2024
Q2 | $1.04M | Buy |
+10,452
| New | +$1.04M | 0.19% | 151 |
|
|
2023
Q3 | – | Sell |
-6,396
| Closed | -$1.07M | – | 373 |
|
|
2023
Q2 | $1.07M | Sell |
6,396
-56
| -0.9% | -$9.38K | 0.15% | 199 |
|
|
2023
Q1 | $1.36M | Sell |
6,452
-10,737
| -62% | -$2.26M | 0.2% | 158 |
|
|
2022
Q4 | $4.55M | Sell |
17,189
-1,735
| -9% | -$460K | 0.71% | 34 |
|
|
2022
Q3 | $5.25M | Sell |
18,924
-9,463
| -33% | -$2.63M | 0.84% | 26 |
|
|
2022
Q2 | $5.54M | Sell |
28,387
-486
| -2% | -$94.9K | 0.9% | 22 |
|
|
2022
Q1 | $5.83M | Buy |
28,873
+2,926
| +11% | +$590K | 0.73% | 37 |
|
|
2021
Q4 | $4.75M | Sell |
25,947
-4,779
| -16% | -$874K | 0.54% | 49 |
|
|
2021
Q3 | $4.61M | Buy |
30,726
+17,779
| +137% | +$2.67M | 0.57% | 45 |
|
|
2021
Q2 | $2.38M | Buy |
12,947
+4,180
| +48% | +$767K | 0.28% | 120 |
|
|
2021
Q1 | $1.42M | Buy |
8,767
+1,166
| +15% | +$189K | 0.17% | 190 |
|
|
2020
Q4 | $1.33M | Sell |
7,601
-3,827
| -33% | -$672K | 0.17% | 193 |
|
|
2020
Q3 | $944K | Buy |
11,428
+852
| +8% | +$70.4K | 0.14% | 228 |
|
|
2020
Q2 | $503K | Sell |
10,576
-538
| -5% | -$25.6K | 0.08% | 256 |
|
|
2020
Q1 | $359K | Buy |
+11,114
| New | +$359K | 0.07% | 246 |
|
|
2019
Q4 | – | Sell |
-36,703
| Closed | -$816K | – | 488 |
|
|
2019
Q3 | $816K | Buy |
+36,703
| New | +$816K | 0.12% | 238 |
|