CarsonAllaria Wealth Management’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40
| Closed | -$530 | – | 361 |
|
|
2023
Q3 | $530 | Hold |
40
| – | – | ﹤0.01% | 350 |
|
|
2023
Q2 | $654 | Hold |
40
| – | – | ﹤0.01% | 370 |
|
|
2023
Q1 | $797 | Hold |
40
| – | – | ﹤0.01% | 348 |
|
|
2022
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 303 |
|
|
2022
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 303 |
|