Benjamin F. Edwards & Company’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 2079 |
|
|
2023
Q4 | – | Sell |
-401
| Closed | -$5K | – | 2085 |
|
|
2023
Q3 | $5K | Buy |
+401
| New | +$5K | ﹤0.01% | 1540 |
|
|
2023
Q2 | – | Sell |
-200
| Closed | -$4K | – | 1758 |
|
|
2023
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 1575 |
|
|
2022
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 1606 |
|
|
2022
Q3 | $4K | Sell |
200
-500
| -71% | -$10K | ﹤0.01% | 1583 |
|
|
2022
Q2 | $12K | Hold |
700
| – | – | ﹤0.01% | 1333 |
|
|
2022
Q1 | $17K | Hold |
700
| – | – | ﹤0.01% | 1260 |
|
|
2021
Q4 | $15K | Sell |
700
-1,600
| -70% | -$34.3K | ﹤0.01% | 1293 |
|
|
2021
Q3 | $43K | Sell |
2,300
-700
| -23% | -$13.1K | ﹤0.01% | 1062 |
|
|
2021
Q2 | $81K | Buy |
+3,000
| New | +$81K | ﹤0.01% | 893 |
|