Carnegie Investment Counsel’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
-10,975
Closed -$179K 485
2023
Q2
$179K Sell
10,975
-80,540
-88% -$1.32M 0.01% 486
2023
Q1
$1.82M Buy
91,515
+53,410
+140% +$1.06M 0.07% 214
2022
Q4
$729K Buy
+38,105
New +$729K 0.03% 303
2021
Q3
Sell
-77,240
Closed -$2.08M 470
2021
Q2
$2.08M Sell
77,240
-60,815
-44% -$1.63M 0.08% 181
2021
Q1
$3.73M Buy
+138,055
New +$3.73M 0.16% 140