BWAM
Boyd Watterson Asset Management’s Bloom Energy BE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,500
| Closed | -$16.9K | – | 444 |
|
|
2024
Q1 | $16.9K | Hold |
1,500
| – | – | 0.01% | 276 |
|
|
2023
Q4 | $22.2K | Sell |
1,500
-1,000
| -40% | -$14.8K | 0.01% | 249 |
|
|
2023
Q3 | $33.2K | Sell |
2,500
-15,000
| -86% | -$199K | 0.01% | 201 |
|
|
2023
Q2 | $286K | Sell |
17,500
-15,500
| -47% | -$253K | 0.11% | 109 |
|
|
2023
Q1 | $658K | Sell |
33,000
-2,000
| -6% | -$39.9K | 0.27% | 83 |
|
|
2022
Q4 | $669K | Buy |
35,000
+1,000
| +3% | +$19.1K | 0.28% | 85 |
|
|
2022
Q3 | $680K | Buy |
34,000
+5,600
| +20% | +$112K | 0.31% | 76 |
|
|
2022
Q2 | $469K | Hold |
28,400
| – | – | 0.2% | 94 |
|
|
2022
Q1 | $686K | Buy |
28,400
+9,550
| +51% | +$231K | 0.25% | 92 |
|
|
2021
Q4 | $413K | Buy |
+18,850
| New | +$413K | 0.14% | 111 |
|
|
2019
Q3 | – | Sell |
-29,781
| Closed | -$365K | – | 113 |
|
|
2019
Q2 | $365K | Buy |
+29,781
| New | +$365K | 0.25% | 90 |
|