Williams Jones 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
2021
Q2
Sell
-13,175
Closed -$356K 501
2021
Q1
$356K Buy
13,175
+4,600
+54% +$124K 0.01% 354
2020
Q4
$246K Buy
+8,575
New +$246K ﹤0.01% 399