JFS Wealth Advisors’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99K | Hold |
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|
2025
Q1 | $2.46K | Hold |
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|
2024
Q4 | $2.78K | Hold |
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|
2024
Q3 | $1.32K | Hold |
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|
2024
Q2 | $1.53K | Hold |
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|
2024
Q1 | $1.41K | Hold |
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|
2023
Q4 | $1.85K | Sell |
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|
2023
Q3 | $3.34K | Hold |
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|
2023
Q2 | $4.12K | Sell |
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|
2023
Q1 | $5.34K | Sell |
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|
2022
Q4 | $5.26K | Buy |
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|
2022
Q3 | $5K | Buy |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $7K | Buy |
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