CIBC Private Wealth Group’s Bloom Energy BE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Buy |
25,253
+18,224
| +259% | +$436K | ﹤0.01% | 788 |
|
|
2025
Q1 | $120K | Buy |
7,029
+1,639
| +30% | +$27.9K | ﹤0.01% | 1285 |
|
|
2024
Q4 | $131K | Sell |
5,390
-2,200
| -29% | -$53.6K | ﹤0.01% | 1323 |
|
|
2024
Q3 | $80.2K | Sell |
7,590
-800
| -10% | -$8.45K | ﹤0.01% | 1585 |
|
|
2024
Q2 | $104K | Sell |
8,390
-352
| -4% | -$4.37K | ﹤0.01% | 1385 |
|
|
2024
Q1 | $103K | Buy |
+8,742
| New | +$103K | ﹤0.01% | 1386 |
|
|
2022
Q2 | – | Sell |
-8,501
| Closed | -$205K | – | 1199 |
|
|
2022
Q1 | $205K | Buy |
+8,501
| New | +$205K | ﹤0.01% | 951 |
|
|
2021
Q4 | – | Sell |
-11,098
| Closed | -$208K | – | 1013 |
|
|
2021
Q3 | $208K | Sell |
11,098
-9,401
| -46% | -$176K | ﹤0.01% | 891 |
|
|
2021
Q2 | $551K | Sell |
20,499
-1,200
| -6% | -$32.3K | ﹤0.01% | 781 |
|
|
2021
Q1 | $587K | Sell |
21,699
-1,160
| -5% | -$31.4K | ﹤0.01% | 775 |
|
|
2020
Q4 | $655K | Buy |
22,859
+11,079
| +94% | +$317K | ﹤0.01% | 722 |
|
|
2020
Q3 | $212K | Buy |
+11,780
| New | +$212K | ﹤0.01% | 832 |
|
|
2020
Q2 | – | Sell |
-11,780
| Closed | -$62K | – | 609 |
|
|
2020
Q1 | $62K | Sell |
11,780
-594
| -5% | -$3.13K | ﹤0.01% | 825 |
|
|
2019
Q4 | $92K | Sell |
12,374
-8,908
| -42% | -$66.2K | ﹤0.01% | 882 |
|
|
2019
Q3 | $69K | Hold |
21,282
| – | – | ﹤0.01% | 875 |
|
|
2019
Q2 | $261K | Sell |
21,282
-500
| -2% | -$6.13K | ﹤0.01% | 842 |
|
|
2019
Q1 | $281K | Buy |
+21,782
| New | +$281K | ﹤0.01% | 833 |
|