Icon Wealth Partners’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $233K | Hold |
17,534
| – | – | 0.03% | 263 |
|
|
2023
Q2 | $287K | Hold |
17,534
| – | – | 0.03% | 263 |
|
|
2023
Q1 | $349K | Buy |
+17,534
| New | +$349K | 0.04% | 238 |
|
|
2022
Q2 | $331K | Hold |
20,034
| – | – | 0.04% | 234 |
|
|
2022
Q1 | $484K | Hold |
20,034
| – | – | 0.05% | 213 |
|
|
2021
Q4 | $439K | Hold |
20,034
| – | – | 0.04% | 221 |
|
|
2021
Q3 | $375K | Hold |
20,034
| – | – | 0.04% | 249 |
|
|
2021
Q2 | $538K | Hold |
20,034
| – | – | 0.06% | 217 |
|
|
2021
Q1 | $542K | Buy |
20,034
+7,500
| +60% | +$203K | 0.07% | 201 |
|
|
2020
Q4 | $359K | Hold |
12,534
| – | – | 0.06% | 211 |
|
|
2020
Q3 | $225K | Hold |
12,534
| – | – | 0.04% | 234 |
|
|
2020
Q2 | $136K | Sell |
12,534
-18,891
| -60% | -$205K | 0.03% | 252 |
|
|
2020
Q1 | $164K | Buy |
31,425
+7,091
| +29% | +$37K | 0.06% | 142 |
|
|
2019
Q4 | $182K | Sell |
24,334
-7,091
| -23% | -$53K | 0.06% | 168 |
|
|
2019
Q3 | $102K | Buy |
31,425
+11,800
| +60% | +$38.3K | 0.03% | 165 |
|
|
2019
Q2 | $241K | Buy |
19,625
+1,390
| +8% | +$17.1K | 0.09% | 129 |
|
|
2019
Q1 | $236K | Buy |
+18,235
| New | +$236K | 0.09% | 134 |
|