Wellington Shields Capital Management’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30,000
| Closed | -$317K | – | 310 |
|
|
2024
Q3 | $317K | Hold |
30,000
| – | – | 0.06% | 199 |
|
|
2024
Q2 | $367K | Hold |
30,000
| – | – | 0.07% | 181 |
|
|
2024
Q1 | $337K | Hold |
30,000
| – | – | 0.06% | 189 |
|
|
2023
Q4 | $444K | Hold |
30,000
| – | – | 0.06% | 155 |
|
|
2023
Q3 | $398K | Hold |
30,000
| – | – | 0.05% | 159 |
|
|
2023
Q2 | $491K | Hold |
30,000
| – | – | 0.06% | 149 |
|
|
2023
Q1 | $598K | Hold |
30,000
| – | – | 0.07% | 136 |
|
|
2022
Q4 | $574K | Hold |
30,000
| – | – | 0.07% | 133 |
|
|
2022
Q3 | $600K | Hold |
30,000
| – | – | 0.14% | 124 |
|
|
2022
Q2 | $495K | Hold |
30,000
| – | – | 0.06% | 150 |
|
|
2022
Q1 | $725K | Hold |
30,000
| – | – | 0.08% | 143 |
|
|
2021
Q4 | $658K | Sell |
30,000
-1
| -0% | -$22 | 0.08% | 178 |
|
|
2021
Q3 | $562K | Sell |
30,001
-155,781
| -84% | -$2.92M | 0.08% | 168 |
|
|
2021
Q2 | $4.99M | Sell |
185,782
-13,050
| -7% | -$351K | 0.6% | 30 |
|
|
2021
Q1 | $5.38M | Sell |
198,832
-155,492
| -44% | -$4.21M | 0.51% | 40 |
|
|
2020
Q4 | $10.2M | Buy |
354,324
+77,260
| +28% | +$2.21M | 1.36% | 11 |
|
|
2020
Q3 | $4.98M | Buy |
+277,064
| New | +$4.98M | 0.79% | 28 |
|
|
2019
Q3 | – | Sell |
-50,000
| Closed | -$613K | – | 265 |
|
|
2019
Q2 | $613K | Buy |
+50,000
| New | +$613K | 0.1% | 163 |
|