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Coppell Advisory Solutions’s Broadwind BWEN Stock Holding History

Coppell Advisory Solutions’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17
Closed -$34 – 536
2024
Q4 		$34 Hold
17
– – ﹤0.01% 1947
2024
Q3 		$37 Hold
17
– – ﹤0.01% 1845
2024
Q2 		$56 Buy
+17
New +$51 ﹤0.01% 1753
2023
Q4 		$47 Sell
17
-33
-66% -$87 ﹤0.01% 1676
2023
Q3 		$90 Buy
50
+19
+61% +$72 ﹤0.01% 1147
2023
Q2 		$115 Buy
+31
New +$130 ﹤0.01% 1370
2023
Q1 		– Sell
-50
Closed -$90 – 318
2022
Q4 		$90 Buy
+50
New +$94 ﹤0.01% 1149

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QOP
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BlackRock
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Geode Capital Management
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Dimensional Fund Advisors
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US Bancorp
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AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return