Carson Wealth (CWM LLC)’s Bloom Energy BE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Buy |
4,949
+1,589
| +47% | +$37.9K | ﹤0.01% | 2573 |
|
|
2025
Q1 | $66K | Buy |
3,360
+644
| +24% | +$12.7K | ﹤0.01% | 2735 |
|
|
2024
Q4 | $60K | Buy |
2,716
+151
| +6% | +$3.34K | ﹤0.01% | 2653 |
|
|
2024
Q3 | $27K | Buy |
2,565
+166
| +7% | +$1.75K | ﹤0.01% | 3163 |
|
|
2024
Q2 | $29K | Sell |
2,399
-454
| -16% | -$5.49K | ﹤0.01% | 2851 |
|
|
2024
Q1 | $32K | Buy |
2,853
+1,233
| +76% | +$13.8K | ﹤0.01% | 2592 |
|
|
2023
Q4 | $24K | Buy |
1,620
+346
| +27% | +$5.13K | ﹤0.01% | 2643 |
|
|
2023
Q3 | $17K | Sell |
1,274
-29
| -2% | -$387 | ﹤0.01% | 2776 |
|
|
2023
Q2 | $21K | Buy |
1,303
+143
| +12% | +$2.31K | ﹤0.01% | 2589 |
|
|
2023
Q1 | $23K | Buy |
1,160
+93
| +9% | +$1.84K | ﹤0.01% | 2394 |
|
|
2022
Q4 | $20K | Sell |
1,067
-144
| -12% | -$2.7K | ﹤0.01% | 2351 |
|
|
2022
Q3 | $24K | Buy |
1,211
+39
| +3% | +$773 | ﹤0.01% | 2104 |
|
|
2022
Q2 | $19K | Buy |
1,172
+67
| +6% | +$1.09K | ﹤0.01% | 2137 |
|
|
2022
Q1 | $27K | Buy |
1,105
+8
| +0.7% | +$195 | ﹤0.01% | 1887 |
|
|
2021
Q4 | $24K | Buy |
+1,097
| New | +$24K | ﹤0.01% | 1878 |
|
|
2021
Q2 | $26K | Hold |
954
| – | – | ﹤0.01% | 1668 |
|
|
2021
Q1 | $26K | Hold |
954
| – | – | ﹤0.01% | 1668 |
|
|
2020
Q4 | $26K | Hold |
954
| – | – | ﹤0.01% | 1668 |
|
|
2020
Q3 | $26K | Hold |
954
| – | – | ﹤0.01% | 1668 |
|
|
2020
Q2 | $26K | Hold |
954
| – | – | ﹤0.01% | 1668 |
|
|
2020
Q1 | $26K | Hold |
954
| – | – | ﹤0.01% | 1668 |
|
|
2019
Q4 | $26K | Hold |
954
| – | – | ﹤0.01% | 1668 |
|
|
2019
Q3 | $26K | Hold |
954
| – | – | ﹤0.01% | 1668 |
|
|
2019
Q2 | $26K | Hold |
954
| – | – | ﹤0.01% | 1668 |
|
|
2019
Q1 | $26K | Buy |
+954
| New | +$26K | ﹤0.01% | 1668 |
|