J.P. Morgan Private Wealth Advisors’s Bloom Energy BE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $703K | Sell |
53,003
-47
| -0.1% | -$623 | ﹤0.01% | 1106 |
|
|
2023
Q2 | $867K | Sell |
53,050
-15,514
| -23% | -$254K | ﹤0.01% | 806 |
|
|
2023
Q1 | $1.37M | Sell |
68,564
-5,146
| -7% | -$103K | ﹤0.01% | 1030 |
|
|
2022
Q4 | $1.41M | Sell |
73,710
-20
| -0% | -$382 | ﹤0.01% | 980 |
|
|
2022
Q3 | $1.47M | Buy |
73,730
+132
| +0.2% | +$2.64K | ﹤0.01% | 962 |
|
|
2022
Q2 | $1.21M | Sell |
73,598
-945
| -1% | -$15.6K | ﹤0.01% | 1034 |
|
|
2022
Q1 | $1.8M | Sell |
74,543
-25,734
| -26% | -$621K | ﹤0.01% | 946 |
|
|
2021
Q4 | $2.2M | Buy |
100,277
+44,746
| +81% | +$981K | ﹤0.01% | 872 |
|
|
2021
Q3 | $1.04M | Buy |
55,531
+6,672
| +14% | +$125K | ﹤0.01% | 1187 |
|
|
2021
Q2 | $1.31M | Buy |
48,859
+30,503
| +166% | +$820K | ﹤0.01% | 1063 |
|
|
2021
Q1 | $497K | Sell |
18,356
-37,840
| -67% | -$1.02M | ﹤0.01% | 1314 |
|
|
2020
Q4 | $1.61M | Sell |
56,196
-3,779
| -6% | -$108K | 0.01% | 826 |
|
|
2020
Q3 | $1.08M | Buy |
59,975
+11,746
| +24% | +$211K | ﹤0.01% | 857 |
|
|
2020
Q2 | $525K | Sell |
48,229
-667
| -1% | -$7.26K | ﹤0.01% | 1068 |
|
|
2020
Q1 | $256K | Sell |
48,896
-4,908
| -9% | -$25.7K | ﹤0.01% | 1191 |
|
|
2019
Q4 | $402K | Buy |
53,804
+8,539
| +19% | +$63.8K | ﹤0.01% | 1126 |
|
|
2019
Q3 | $147K | Buy |
45,265
+6,081
| +16% | +$19.7K | ﹤0.01% | 1375 |
|
|
2019
Q2 | $481K | Sell |
39,184
-47,858
| -55% | -$587K | ﹤0.01% | 1003 |
|
|
2019
Q1 | $1.13M | Buy |
87,042
+73,215
| +530% | +$946K | 0.01% | 753 |
|
|
2018
Q4 | $138K | Buy |
+13,827
| New | +$138K | ﹤0.01% | 1375 |
|