Nicola Wealth Management’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 | $837K | Sell |
35,000
-38,000
| -52% | -$909K | 0.08% | 98 |
|
|
2025
Q1 | $1.44M | Sell |
73,000
-37,000
| -34% | -$727K | 0.14% | 90 |
|
|
2024
Q4 | $2.44M | Sell |
110,000
-65,000
| -37% | -$1.44M | 0.23% | 79 |
|
|
2024
Q3 | $1.85M | Buy |
175,000
+30,000
| +21% | +$317K | 0.15% | 93 |
|
|
2024
Q2 | $1.77M | Hold |
145,000
| – | – | 0.16% | 93 |
|
|
2024
Q1 | $1.63M | Sell |
145,000
-5,000
| -3% | -$56.2K | 0.16% | 94 |
|
|
2023
Q4 | $2.22M | Sell |
150,000
-50,000
| -25% | -$740K | 0.23% | 85 |
|
|
2023
Q3 | $2.65M | Buy |
200,000
+15,000
| +8% | +$199K | 0.29% | 75 |
|
|
2023
Q2 | $3.02M | Buy |
185,000
+55,000
| +42% | +$899K | 0.3% | 74 |
|
|
2023
Q1 | $2.59M | Sell |
130,000
-30,000
| -19% | -$598K | 0.26% | 82 |
|
|
2022
Q4 | $3.06M | Buy |
160,000
+30,000
| +23% | +$574K | 0.31% | 75 |
|
|
2022
Q3 | $2.6M | Buy |
130,000
+30,000
| +30% | +$600K | 0.29% | 82 |
|
|
2022
Q2 | $1.65M | Buy |
+100,000
| New | +$1.65M | 0.16% | 101 |
|