EverSource Wealth Advisors’s Bloom Energy BE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$18.6K Buy
776
+3
+0.4% +$72 ﹤0.01% 2349
2025
Q1
$15.2K Buy
773
+484
+167% +$9.52K ﹤0.01% 1851
2024
Q4
$6.42K Buy
289
+38
+15% +$844 ﹤0.01% 2234
2024
Q3
$2.65K Hold
251
﹤0.01% 2445
2024
Q2
$3.4K Buy
251
+15
+6% +$203 ﹤0.01% 2359
2024
Q1
$2.63K Buy
236
+62
+36% +$690 ﹤0.01% 2301
2023
Q4
$2.58K Buy
174
+100
+135% +$1.48K ﹤0.01% 2100
2023
Q3
$981 Buy
+74
New +$981 ﹤0.01% 2225