Wealth Enhancement Advisory Services’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 | $855K | Sell |
35,277
-1,217
| -3% | -$29.5K | ﹤0.01% | 1839 |
|
|
2025
Q1 | $717K | Sell |
36,494
-1,755
| -5% | -$34.5K | ﹤0.01% | 1800 |
|
|
2024
Q4 | $849K | Sell |
38,249
-8,151
| -18% | -$181K | ﹤0.01% | 1624 |
|
|
2024
Q3 | $490K | Buy |
46,400
+16,973
| +58% | +$179K | ﹤0.01% | 1831 |
|
|
2024
Q2 | $360K | Sell |
29,427
-10,999
| -27% | -$135K | ﹤0.01% | 1855 |
|
|
2024
Q1 | $454K | Buy |
40,426
+22
| +0.1% | +$247 | ﹤0.01% | 1639 |
|
|
2023
Q4 | $598K | Sell |
40,404
-6,505
| -14% | -$96.3K | ﹤0.01% | 1406 |
|
|
2023
Q3 | $622K | Buy |
+46,909
| New | +$622K | ﹤0.01% | 1308 |
|