Lenox 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $45K | Hold |
2,000
| – | – | 0.01% | 258 |
|
2021
Q4 | $44K | Hold |
2,000
| – | – | 0.01% | 274 |
|
2021
Q3 | $37K | Hold |
2,000
| – | – | ﹤0.01% | 275 |
|
2021
Q2 | $54K | Hold |
2,000
| – | – | 0.01% | 221 |
|
2021
Q1 | $54K | Buy |
+2,000
| New | +$54K | 0.01% | 180 |
|
2020
Q4 | – | Sell |
-152
| Closed | -$3K | – | 618 |
|
2020
Q3 | $3K | Hold |
152
| – | – | ﹤0.01% | 476 |
|
2020
Q2 | $2K | Buy |
+152
| New | +$2K | ﹤0.01% | 504 |
|