B. Riley Wealth Advisors’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,404
| Closed | -$226K | – | 1150 |
|
|
2024
Q3 | $226K | Buy |
21,404
+3,824
| +22% | +$40.5K | 0.01% | 1085 |
|
|
2024
Q2 | $215K | Buy |
+17,580
| New | +$215K | 0.01% | 1197 |
|
|
2023
Q3 | – | Sell |
-44,365
| Closed | -$725K | – | 1483 |
|
|
2023
Q2 | $725K | Buy |
+44,365
| New | +$725K | 0.02% | 687 |
|