Summit Trail Advisors’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,002
| Closed | -$206K | – | 436 |
|
|
2024
Q4 | $206K | Buy |
+3,002
| New | +$206K | 0.01% | 351 |
|
|
2023
Q1 | – | Sell |
-932
| Closed | -$247K | – | 406 |
|
|
2022
Q4 | $247K | Sell |
932
-215
| -19% | -$57K | 0.01% | 321 |
|
|
2022
Q3 | $318K | Buy |
1,147
+65
| +6% | +$18K | 0.02% | 246 |
|
|
2022
Q2 | $211K | Buy |
1,082
+41
| +4% | +$8K | 0.01% | 343 |
|
|
2022
Q1 | $210K | Buy |
+1,041
| New | +$210K | 0.02% | 298 |
|
|
2018
Q3 | – | Sell |
-6,287
| Closed | -$42K | – | 333 |
|
|
2018
Q2 | $42K | Buy |
+6,287
| New | +$42K | 0.01% | 316 |
|