Ullmann Wealth Partners Group’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,618
| Closed | -$232K | – | 83 |
|
|
2022
Q1 | $232K | Hold |
9,618
| – | – | 0.06% | 78 |
|
|
2021
Q4 | $211K | Buy |
+9,618
| New | +$211K | 0.06% | 85 |
|
|
2021
Q3 | – | Sell |
-9,618
| Closed | -$258K | – | 84 |
|
|
2021
Q2 | $258K | Hold |
9,618
| – | – | 0.11% | 69 |
|
|
2021
Q1 | $260K | Buy |
+9,618
| New | +$260K | 0.12% | 67 |
|