Lido Advisors’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,793
| Closed | -$143K | – | 1167 |
|
|
2023
Q3 | $143K | Buy |
10,793
+355
| +3% | +$4.71K | ﹤0.01% | 981 |
|
|
2023
Q2 | $171K | Hold |
10,438
| – | – | ﹤0.01% | 986 |
|
|
2023
Q1 | $208K | Buy |
+10,438
| New | +$208K | ﹤0.01% | 901 |
|
|
2022
Q4 | – | Sell |
-11,633
| Closed | -$232K | – | 853 |
|
|
2022
Q3 | $232K | Buy |
+11,633
| New | +$232K | ﹤0.01% | 744 |
|