Valued 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.63K | Buy |
277
+16
| +6% | +$383 | ﹤0.01% | 250 |
|
2025
Q1 | $5.13K | Buy |
261
+80
| +44% | +$1.57K | ﹤0.01% | 303 |
|
2024
Q4 | $4.02K | Hold |
181
| – | – | ﹤0.01% | 331 |
|
2024
Q3 | $1.91K | Buy |
181
+62
| +52% | +$655 | ﹤0.01% | 374 |
|
2024
Q2 | $1.46K | Hold |
119
| – | – | ﹤0.01% | 404 |
|
2024
Q1 | $1.34K | Buy |
+119
| New | +$1.34K | ﹤0.01% | 410 |
|