Bartlett & Co’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 | -$23K | – | 1201 |
|
|
2023
Q3 | $23K | Hold |
1,750
| – | – | ﹤0.01% | 788 |
|
|
2023
Q2 | $29K | Hold |
1,750
| – | – | ﹤0.01% | 750 |
|
|
2023
Q1 | $35K | Hold |
1,750
| – | – | ﹤0.01% | 614 |
|
|
2022
Q4 | $33K | Hold |
1,750
| – | – | ﹤0.01% | 639 |
|
|
2022
Q3 | $35K | Hold |
1,750
| – | – | ﹤0.01% | 618 |
|
|
2022
Q2 | $29K | Hold |
1,750
| – | – | ﹤0.01% | 666 |
|
|
2022
Q1 | $42K | Buy |
+1,750
| New | +$42K | ﹤0.01% | 610 |
|
|
2021
Q4 | – | Sell |
-1,750
| Closed | -$33K | – | 447 |
|
|
2021
Q3 | $33K | Hold |
1,750
| – | – | ﹤0.01% | 564 |
|
|
2021
Q2 | $47K | Hold |
1,750
| – | – | ﹤0.01% | 519 |
|
|
2021
Q1 | $47K | Hold |
1,750
| – | – | ﹤0.01% | 547 |
|
|
2020
Q4 | $50K | Hold |
1,750
| – | – | ﹤0.01% | 526 |
|
|
2020
Q3 | $31K | Hold |
1,750
| – | – | ﹤0.01% | 556 |
|
|
2020
Q2 | $19K | Buy |
+1,750
| New | +$19K | ﹤0.01% | 610 |
|