U.S. Global Investors (USGI)’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30,000
| Closed | -$491K | – | 128 |
|
|
2023
Q2 | $491K | Hold |
30,000
| – | – | 0.03% | 77 |
|
|
2023
Q1 | $598K | Hold |
30,000
| – | – | 0.04% | 68 |
|
|
2022
Q4 | $574K | Hold |
30,000
| – | – | 0.03% | 74 |
|
|
2022
Q3 | $600K | Hold |
30,000
| – | – | 0.04% | 70 |
|
|
2022
Q2 | $495K | Hold |
30,000
| – | – | 0.02% | 78 |
|
|
2022
Q1 | $725K | Hold |
30,000
| – | – | 0.02% | 83 |
|
|
2021
Q4 | $658K | Hold |
30,000
| – | – | 0.02% | 83 |
|
|
2021
Q3 | $562K | Buy |
+30,000
| New | +$562K | 0.02% | 97 |
|