HM Payson & Co’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,500
| Closed | -$55K | – | 1057 |
|
|
2021
Q4 | $55K | Sell |
2,500
-7,500
| -75% | -$165K | ﹤0.01% | 589 |
|
|
2021
Q3 | $187K | Hold |
10,000
| – | – | ﹤0.01% | 397 |
|
|
2021
Q2 | $269K | Hold |
10,000
| – | – | 0.01% | 356 |
|
|
2021
Q1 | $271K | Hold |
10,000
| – | – | 0.01% | 350 |
|
|
2020
Q4 | $287K | Hold |
10,000
| – | – | 0.01% | 341 |
|
|
2020
Q3 | $180K | Hold |
10,000
| – | – | 0.01% | 376 |
|
|
2020
Q2 | $109K | Hold |
10,000
| – | – | ﹤0.01% | 425 |
|
|
2020
Q1 | $52K | Buy |
10,000
+2,000
| +25% | +$10.4K | ﹤0.01% | 490 |
|
|
2019
Q4 | $60K | Buy |
8,000
+4,000
| +100% | +$30K | ﹤0.01% | 550 |
|
|
2019
Q3 | $13K | Buy |
4,000
+3,000
| +300% | +$9.75K | ﹤0.01% | 779 |
|
|
2019
Q2 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 796 |
|