U.S. Capital Wealth Advisors’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-125
| Closed | -$2.39K | – | 724 |
|
|
2022
Q4 | $2.39K | Sell |
125
-12,400
| -99% | -$237K | ﹤0.01% | 1474 |
|
|
2022
Q3 | $250K | Hold |
12,525
| – | – | 0.01% | 550 |
|
|
2022
Q2 | $207K | Sell |
12,525
-300
| -2% | -$4.96K | 0.01% | 616 |
|
|
2022
Q1 | $310K | Hold |
12,825
| – | – | 0.01% | 594 |
|
|
2021
Q4 | $281K | Hold |
12,825
| – | – | 0.01% | 609 |
|
|
2021
Q3 | $240K | Buy |
+12,825
| New | +$240K | 0.01% | 650 |
|