Essex Investment Management’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-90,405
| Closed | -$1.34M | – | 313 |
|
|
2023
Q4 | $1.34M | Sell |
90,405
-720
| -0.8% | -$10.7K | 0.26% | 135 |
|
|
2023
Q3 | $1.21M | Buy |
91,125
+3,993
| +5% | +$52.9K | 0.2% | 161 |
|
|
2023
Q2 | $1.42M | Sell |
87,132
-84,452
| -49% | -$1.38M | 0.2% | 159 |
|
|
2023
Q1 | $3.42M | Sell |
171,584
-4,000
| -2% | -$79.7K | 0.5% | 59 |
|
|
2022
Q4 | $3.36M | Buy |
175,584
+46,897
| +36% | +$897K | 0.52% | 58 |
|
|
2022
Q3 | $2.57M | Buy |
128,687
+54,872
| +74% | +$1.1M | 0.41% | 74 |
|
|
2022
Q2 | $1.22M | Hold |
73,815
| – | – | 0.2% | 157 |
|
|
2022
Q1 | $1.78M | Buy |
73,815
+5,448
| +8% | +$132K | 0.22% | 139 |
|
|
2021
Q4 | $1.5M | Buy |
68,367
+11,740
| +21% | +$257K | 0.17% | 179 |
|
|
2021
Q3 | $1.06M | Sell |
56,627
-36,493
| -39% | -$683K | 0.13% | 215 |
|
|
2021
Q2 | $2.5M | Buy |
+93,120
| New | +$2.5M | 0.29% | 113 |
|