Bartlett & Co Wealth Management’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,750
| Closed | -$23.2K | – | 1242 |
|
|
2023
Q3 | $23.2K | Hold |
1,750
| – | – | ﹤0.01% | 790 |
|
|
2023
Q2 | $28.6K | Hold |
1,750
| – | – | ﹤0.01% | 755 |
|
|
2023
Q1 | $34.9K | Hold |
1,750
| – | – | ﹤0.01% | 620 |
|
|
2022
Q4 | $33.5K | Hold |
1,750
| – | – | ﹤0.01% | 639 |
|
|
2022
Q3 | $35K | Hold |
1,750
| – | – | ﹤0.01% | 620 |
|
|
2022
Q2 | $28.9K | Hold |
1,750
| – | – | ﹤0.01% | 668 |
|
|
2022
Q1 | $42.3K | Buy |
+1,750
| New | +$42.3K | ﹤0.01% | 611 |
|
|
2021
Q4 | – | Sell |
-1,750
| Closed | -$32.8K | – | 447 |
|
|
2021
Q3 | $32.8K | Hold |
1,750
| – | – | ﹤0.01% | 568 |
|
|
2021
Q2 | $47K | Hold |
1,750
| – | – | ﹤0.01% | 520 |
|
|
2021
Q1 | $47.3K | Hold |
1,750
| – | – | ﹤0.01% | 547 |
|
|
2020
Q4 | $50.2K | Hold |
1,750
| – | – | ﹤0.01% | 526 |
|
|
2020
Q3 | $31.4K | Hold |
1,750
| – | – | ﹤0.01% | 556 |
|
|
2020
Q2 | $19K | Buy |
+1,750
| New | +$19K | ﹤0.01% | 611 |
|