Mount Yale Investment 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	$35.9K	Buy	+1,500	New	+$35.9K	﹤0.01%	905
2023 Q2	–	Sell	-12,758	Closed	-$254K	–	484
2023 Q1	$254K	Sell	12,758 -1,332	-9%	-$26.5K	0.03%	418
2022 Q4	$269K	Buy	+14,090	New	+$269K	0.03%	373