CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Broadwind BWEN Stock Holding History

CAPTRUST Financial Advisors’s Portfolio BWEN Stock Details BWEN Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$275K Buy
2022
Q3 		– Sell
2022
Q2 		$3K Hold
2022
Q1 		$4K Hold
2021
Q4 		$4K Buy
2021
Q2 		– Sell
2021
Q1 		$13K Hold
2020
Q4 		$16K Hold
2020
Q3 		$6K Buy