Integrated Wealth Concepts’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 |
-1,937
| Closed | -$219K | – | 1737 |
|
|
2024
Q3 | $219K | Sell |
1,937
-1,668
| -46% | -$189K | ﹤0.01% | 1521 |
|
|
2024
Q2 | $359K | Sell |
3,605
-272
| -7% | -$27.1K | ﹤0.01% | 1213 |
|
|
2024
Q1 | $469K | Sell |
3,877
-267
| -6% | -$32.3K | 0.01% | 1075 |
|
|
2023
Q4 | $548K | Buy |
4,144
+461
| +13% | +$60.9K | 0.01% | 960 |
|
|
2023
Q3 | $443K | Buy |
3,683
+1,085
| +42% | +$130K | 0.01% | 1035 |
|
|
2023
Q2 | $435K | Sell |
2,598
-2,070
| -44% | -$347K | 0.01% | 1049 |
|
|
2023
Q1 | $982K | Buy |
4,668
+2,528
| +118% | +$532K | 0.02% | 627 |
|
|
2022
Q4 | $567K | Buy |
2,140
+57
| +3% | +$15.1K | 0.02% | 625 |
|
|
2022
Q3 | $578K | Buy |
+2,083
| New | +$578K | 0.02% | 547 |
|