V 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,750
| Closed | -$211K | – | 410 |
|
|
2022
Q1 | $211K | Sell |
8,750
-2,000
| -19% | -$48.2K | 0.03% | 415 |
|
|
2021
Q4 | $236K | Sell |
10,750
-8,450
| -44% | -$186K | 0.03% | 400 |
|
|
2021
Q3 | $359K | Sell |
19,200
-3,200
| -14% | -$59.8K | 0.06% | 328 |
|
|
2021
Q2 | $602K | Sell |
22,400
-500
| -2% | -$13.4K | 0.1% | 233 |
|
|
2021
Q1 | $619K | Sell |
22,900
-25
| -0.1% | -$676 | 0.11% | 205 |
|
|
2020
Q4 | $657K | Sell |
22,925
-875
| -4% | -$25.1K | 0.14% | 175 |
|
|
2020
Q3 | $428K | Buy |
+23,800
| New | +$428K | 0.3% | 84 |
|