Veritable’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,069
| Closed | -$193K | – | 893 |
|
|
2022
Q4 | $193K | Sell |
10,069
-3,402
| -25% | -$65K | ﹤0.01% | 825 |
|
|
2022
Q3 | $269K | Sell |
13,471
-55
| -0.4% | -$1.1K | 0.01% | 657 |
|
|
2022
Q2 | $223K | Buy |
13,526
+1,896
| +16% | +$31.3K | ﹤0.01% | 776 |
|
|
2022
Q1 | $281K | Buy |
+11,630
| New | +$281K | ﹤0.01% | 738 |
|
|
2021
Q2 | – | Sell |
-8,109
| Closed | -$219K | – | 867 |
|
|
2021
Q1 | $219K | Sell |
8,109
-2,230
| -22% | -$60.2K | ﹤0.01% | 761 |
|
|
2020
Q4 | $296K | Buy |
+10,339
| New | +$296K | 0.01% | 627 |
|