Icon Wealth Advisors’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Hold |
18,534
| – | – | 0.03% | 260 |
|
|
2025
Q1 | $364K | Hold |
18,534
| – | – | 0.03% | 264 |
|
|
2024
Q4 | $412K | Hold |
18,534
| – | – | 0.03% | 245 |
|
|
2024
Q3 | $196K | Sell |
18,534
-1,000
| -5% | -$10.6K | 0.02% | 362 |
|
|
2024
Q2 | $264K | Buy |
19,534
+2,000
| +11% | +$27.1K | 0.02% | 293 |
|
|
2024
Q1 | $197K | Hold |
17,534
| – | – | 0.02% | 339 |
|
|
2023
Q4 | $260K | Buy |
+17,534
| New | +$260K | 0.03% | 284 |
|
|
2022
Q4 | $335K | Sell |
17,534
-2,500
| -12% | -$47.8K | 0.04% | 238 |
|
|
2022
Q3 | $400K | Buy |
+20,034
| New | +$400K | 0.05% | 200 |
|