Westwood Holdings Group’s Bloom Energy BE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-154,217
| Closed | -$2.05M | – | 458 |
|
|
2023
Q3 | $2.05M | Sell |
154,217
-2,704
| -2% | -$35.9K | 0.02% | 292 |
|
|
2023
Q2 | $2.57M | Buy |
156,921
+106,316
| +210% | +$1.74M | 0.02% | 281 |
|
|
2023
Q1 | $1.01M | Buy |
50,605
+332
| +0.7% | +$6.62K | 0.01% | 353 |
|
|
2022
Q4 | $961K | Buy |
+50,273
| New | +$961K | 0.01% | 356 |
|
|
2022
Q2 | – | Sell |
-80,119
| Closed | -$1.94M | – | 456 |
|
|
2022
Q1 | $1.94M | Buy |
80,119
+8,238
| +11% | +$199K | 0.02% | 308 |
|
|
2021
Q4 | $1.58M | Buy |
+71,881
| New | +$1.58M | 0.01% | 316 |
|
|
2021
Q2 | – | Sell |
-66,369
| Closed | -$1.8M | – | 451 |
|
|
2021
Q1 | $1.8M | Buy |
+66,369
| New | +$1.8M | 0.02% | 306 |
|