Venturi Wealth Management’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-140
| Closed | -$3.11K | – | 699 |
|
|
2024
Q4 | $3.11K | Hold |
140
| – | – | ﹤0.01% | 1792 |
|
|
2024
Q3 | $1.48K | Hold |
140
| – | – | ﹤0.01% | 1715 |
|
|
2024
Q2 | $1.71K | Hold |
140
| – | – | ﹤0.01% | 1385 |
|
|
2024
Q1 | $1.57K | Hold |
140
| – | – | ﹤0.01% | 1286 |
|
|
2023
Q4 | $2.07K | Hold |
140
| – | – | ﹤0.01% | 1212 |
|
|
2023
Q3 | $1.86K | Hold |
140
| – | – | ﹤0.01% | 1187 |
|
|
2023
Q2 | $2.29K | Hold |
140
| – | – | ﹤0.01% | 900 |
|
|
2023
Q1 | $2.79K | Buy |
+140
| New | +$2.79K | ﹤0.01% | 942 |
|