Osborn Williams & Donohoe’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $272K | Buy |
52,050
+17,000
| +49% | +$88.8K | 0.04% | 229 |
|
|
2019
Q4 | $262K | Buy |
+35,050
| New | +$262K | 0.03% | 280 |
|
|
2019
Q3 | – | Sell |
-51,850
| Closed | -$636K | – | 306 |
|
|
2019
Q2 | $636K | Buy |
51,850
+15,737
| +44% | +$193K | 0.07% | 203 |
|
|
2019
Q1 | $452K | Buy |
36,113
+7,113
| +25% | +$89K | 0.05% | 252 |
|
|
2018
Q4 | $289K | Buy |
29,000
+12,250
| +73% | +$122K | 0.05% | 188 |
|
|
2018
Q3 | $571K | Buy |
+16,750
| New | +$571K | 0.09% | 161 |
|