JFS 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 | $2.99K | Hold |
125
| – | – | ﹤0.01% | 1272 |
|
|
2025
Q1 | $2.46K | Hold |
125
| – | – | ﹤0.01% | 1395 |
|
|
2024
Q4 | $2.78K | Hold |
125
| – | – | ﹤0.01% | 1346 |
|
|
2024
Q3 | $1.32K | Hold |
125
| – | – | ﹤0.01% | 1632 |
|
|
2024
Q2 | $1.53K | Hold |
125
| – | – | ﹤0.01% | 1533 |
|
|
2024
Q1 | $1.41K | Hold |
125
| – | – | ﹤0.01% | 1565 |
|
|
2023
Q4 | $1.85K | Sell |
125
-127
| -50% | -$1.88K | ﹤0.01% | 1473 |
|
|
2023
Q3 | $3.34K | Hold |
252
| – | – | ﹤0.01% | 1163 |
|
|
2023
Q2 | $4.12K | Sell |
252
-16
| -6% | -$262 | ﹤0.01% | 1088 |
|
|
2023
Q1 | $5.34K | Sell |
268
-7
| -3% | -$140 | ﹤0.01% | 958 |
|
|
2022
Q4 | $5.26K | Buy |
275
+6
| +2% | +$115 | ﹤0.01% | 972 |
|
|
2022
Q3 | $5K | Buy |
269
+13
| +5% | +$242 | ﹤0.01% | 966 |
|
|
2022
Q2 | $4K | Buy |
256
+6
| +2% | +$94 | ﹤0.01% | 1044 |
|
|
2022
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 953 |
|
|
2021
Q4 | $5K | Hold |
250
| – | – | ﹤0.01% | 782 |
|
|
2021
Q3 | $5K | Hold |
250
| – | – | ﹤0.01% | 710 |
|
|
2021
Q2 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 472 |
|