Kercheville Advisors’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-18,150
| Closed | -$398K | – | 109 |
|
2021
Q4 | $398K | Buy |
18,150
+600
| +3% | +$13.2K | 0.17% | 78 |
|
2021
Q3 | $329K | Sell |
17,550
-10,000
| -36% | -$187K | 0.16% | 81 |
|
2021
Q2 | $740K | Sell |
27,550
-19,198
| -41% | -$516K | 0.34% | 65 |
|
2021
Q1 | $1.27M | Buy |
46,748
+8,808
| +23% | +$239K | 0.64% | 49 |
|
2020
Q4 | $1.09M | Buy |
+37,940
| New | +$1.09M | 0.6% | 49 |
|