DAM
Doheny Asset Management’s Bloom Energy BE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-21,125
| Closed | -$395K | – | 93 |
|
|
2021
Q3 | $395K | Sell |
21,125
-15,485
| -42% | -$290K | 0.28% | 67 |
|
|
2021
Q2 | $984K | Sell |
36,610
-25,080
| -41% | -$674K | 0.63% | 53 |
|
|
2021
Q1 | $1.67M | Buy |
61,690
+505
| +0.8% | +$13.7K | 1.13% | 28 |
|
|
2020
Q4 | $1.75M | Buy |
+61,185
| New | +$1.75M | 1.22% | 27 |
|