IHT Wealth Management’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,453
| Closed | -$213K | – | 1166 |
|
2025
Q1 | $213K | Buy |
3,453
+260
| +8% | +$16K | 0.01% | 1004 |
|
2024
Q4 | $219K | Sell |
3,193
-68
| -2% | -$4.67K | 0.01% | 987 |
|
2024
Q3 | $364K | Sell |
3,261
-476
| -13% | -$53.2K | 0.01% | 833 |
|
2024
Q2 | $373K | Buy |
3,737
+42
| +1% | +$4.2K | 0.01% | 727 |
|
2024
Q1 | $447K | Sell |
3,695
-108
| -3% | -$13.1K | 0.02% | 678 |
|
2023
Q4 | $503K | Sell |
3,803
-423
| -10% | -$55.9K | 0.02% | 600 |
|
2023
Q3 | $508K | Buy |
4,226
+471
| +13% | +$56.6K | 0.03% | 550 |
|
2023
Q2 | $629K | Buy |
3,755
+219
| +6% | +$36.7K | 0.03% | 473 |
|
2023
Q1 | $744K | Buy |
3,536
+625
| +21% | +$131K | 0.04% | 382 |
|
2022
Q4 | $771K | Sell |
2,911
-480
| -14% | -$127K | 0.05% | 361 |
|
2022
Q3 | $941K | Buy |
3,391
+553
| +19% | +$153K | 0.07% | 292 |
|
2022
Q2 | $554K | Buy |
2,838
+277
| +11% | +$54.1K | 0.05% | 367 |
|
2022
Q1 | $517K | Buy |
2,561
+627
| +32% | +$127K | 0.04% | 403 |
|
2021
Q4 | $354K | Buy |
1,934
+302
| +19% | +$55.3K | 0.03% | 548 |
|
2021
Q3 | $245K | Sell |
1,632
-1,477
| -48% | -$222K | 0.02% | 666 |
|
2021
Q2 | $571K | Buy |
+3,109
| New | +$571K | 0.04% | 492 |
|
2021
Q1 | – | Sell |
-2,814
| Closed | -$494K | – | 843 |
|
2020
Q4 | $494K | Buy |
+2,814
| New | +$494K | 0.04% | 411 |
|