First Trust Direct Indexing’s Enphase Energy ENPH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$425K Sell
2024
Q2
$375K Buy
2024
Q1
$405K Buy
2023
Q4
$317K Sell
2023
Q3
$346K Sell
2023
Q2
$606K Buy
2023
Q1
$635K Sell
2022
Q4
$862K Buy
2022
Q3
$884K Buy
2022
Q2
$578K Buy
2022
Q1
$420K Buy
2021
Q4
$377K Sell
2021
Q3
$350K Sell
2021
Q2
$444K Buy