Capital Impact Advisors’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-41,179
| Closed | -$673K | – | 116 |
|
|
2023
Q2 | $673K | Buy |
41,179
+11,083
| +37% | +$181K | 0.74% | 51 |
|
|
2023
Q1 | $600K | Hold |
30,096
| – | – | 0.74% | 49 |
|
|
2022
Q4 | $575K | Sell |
30,096
-4,697
| -13% | -$89.8K | 0.56% | 64 |
|
|
2022
Q3 | $735K | Buy |
34,793
+584
| +2% | +$12.3K | 0.73% | 40 |
|
|
2022
Q2 | $564K | Sell |
34,209
-13,879
| -29% | -$229K | 0.52% | 73 |
|
|
2022
Q1 | $1.16M | Buy |
48,088
+22,545
| +88% | +$544K | 0.84% | 20 |
|
|
2021
Q4 | $560K | Buy |
+25,543
| New | +$560K | 0.39% | 79 |
|