Spearhead Capital 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
Q3 | – | Sell |
-18,622
| Closed | -$307K | – | 106 |
|
2022
Q2 | $307K | Hold |
18,622
| – | – | 0.05% | 121 |
|
2022
Q1 | $450K | Sell |
18,622
-18,621
| -50% | -$450K | 0.06% | 93 |
|
2021
Q4 | $817K | Hold |
37,243
| – | – | 0.1% | 73 |
|
2021
Q3 | $697K | Hold |
37,243
| – | – | 0.09% | 72 |
|
2021
Q2 | $1M | Buy |
+37,243
| New | +$1M | 0.14% | 65 |
|