SVB Wealth’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 |
-610
| Closed | -$37.9K | – | 853 |
|
2025
Q1 | $37.9K | Buy |
+610
| New | +$37.9K | ﹤0.01% | 603 |
|
2023
Q2 | – | Sell |
-1,001
| Closed | -$211K | – | 948 |
|
2023
Q1 | $211K | Sell |
1,001
-503
| -33% | -$106K | ﹤0.01% | 862 |
|
2022
Q4 | $399K | Buy |
1,504
+45
| +3% | +$11.9K | 0.01% | 624 |
|
2022
Q3 | $405K | Buy |
+1,459
| New | +$405K | 0.01% | 579 |
|
2022
Q2 | – | Sell |
-3,558
| Closed | -$718K | – | 782 |
|
2022
Q1 | $718K | Sell |
3,558
-523
| -13% | -$106K | 0.01% | 376 |
|
2021
Q4 | $746K | Sell |
4,081
-710
| -15% | -$130K | 0.01% | 358 |
|
2021
Q3 | $718K | Buy |
4,791
+169
| +4% | +$25.3K | 0.01% | 487 |
|
2021
Q2 | $849K | Sell |
4,622
-584
| -11% | -$107K | 0.01% | 428 |
|
2021
Q1 | $844K | Sell |
5,206
-291
| -5% | -$47.2K | 0.01% | 385 |
|
2020
Q4 | $965K | Buy |
5,497
+60
| +1% | +$10.5K | 0.01% | 336 |
|
2020
Q3 | $449K | Sell |
5,437
-995
| -15% | -$82.2K | 0.01% | 434 |
|
2020
Q2 | $306K | Buy |
+6,432
| New | +$306K | 0.01% | 453 |
|