Gradient Investments’s Bloom Energy BE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40
| Closed | -$654 | – | 1815 |
|
|
2023
Q2 | $654 | Sell |
40
-482
| -92% | -$7.88K | ﹤0.01% | 1485 |
|
|
2023
Q1 | $10.4K | Buy |
522
+28
| +6% | +$558 | ﹤0.01% | 805 |
|
|
2022
Q4 | $9.45K | Hold |
494
| – | – | ﹤0.01% | 822 |
|
|
2022
Q3 | $10K | Hold |
494
| – | – | ﹤0.01% | 791 |
|
|
2022
Q2 | $8K | Hold |
494
| – | – | ﹤0.01% | 811 |
|
|
2022
Q1 | $12K | Hold |
494
| – | – | ﹤0.01% | 731 |
|
|
2021
Q4 | $11K | Sell |
494
-5,365
| -92% | -$119K | ﹤0.01% | 771 |
|
|
2021
Q3 | $110K | Hold |
5,859
| – | – | ﹤0.01% | 353 |
|
|
2021
Q2 | $157K | Hold |
5,859
| – | – | ﹤0.01% | 308 |
|
|
2021
Q1 | $158K | Hold |
5,859
| – | – | 0.01% | 307 |
|
|
2020
Q4 | $105K | Hold |
5,859
| – | – | ﹤0.01% | 309 |
|
|
2020
Q3 | $105K | Buy |
5,859
+40
| +0.7% | +$717 | ﹤0.01% | 309 |
|
|
2020
Q2 | $63K | Buy |
5,819
+542
| +10% | +$5.87K | ﹤0.01% | 354 |
|
|
2020
Q1 | $28K | Buy |
+5,277
| New | +$28K | ﹤0.01% | 446 |
|