Summit Wealth & Retirement Planning’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-32,863
| Closed | -$942K | – | 104 |
|
|
2020
Q4 | $942K | Sell |
32,863
-200
| -0.6% | -$5.73K | 0.36% | 52 |
|
|
2020
Q3 | $594K | Sell |
33,063
-1,197
| -3% | -$21.5K | 0.26% | 65 |
|
|
2020
Q2 | $373K | Sell |
34,260
-950
| -3% | -$10.3K | 0.18% | 87 |
|
|
2020
Q1 | $184K | Buy |
35,210
+7,796
| +28% | +$40.7K | 0.1% | 107 |
|
|
2019
Q4 | $205K | Sell |
27,414
-7,060
| -20% | -$52.8K | 0.09% | 119 |
|
|
2019
Q3 | $112K | Buy |
34,474
+1,000
| +3% | +$3.25K | 0.07% | 116 |
|
|
2019
Q2 | $411K | Sell |
33,474
-2,400
| -7% | -$29.5K | 0.24% | 85 |
|
|
2019
Q1 | $463K | Buy |
+35,874
| New | +$463K | 0.28% | 84 |
|