Creative Planning’s Broadwind BWEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,000
| Closed | -$8K | – | 4502 |
|
|
2016
Q4 | $8K | Hold |
2,000
| – | – | ﹤0.01% | 3607 |
|
|
2016
Q3 | $9K | Hold |
2,000
| – | – | ﹤0.01% | 3504 |
|
|
2016
Q2 | $8K | Hold |
2,000
| – | – | ﹤0.01% | 3318 |
|
|
2016
Q1 | $6K | Hold |
2,000
| – | – | ﹤0.01% | 3430 |
|
|
2015
Q4 | $4K | Hold |
2,000
| – | – | ﹤0.01% | 3696 |
|
|
2015
Q3 | $4K | Buy |
+2,000
| New | +$4K | ﹤0.01% | 3644 |
|
|
2014
Q3 | – | Sell |
-110
| Closed | -$1K | – | 3850 |
|
|
2014
Q2 | $1K | Hold |
110
| – | – | ﹤0.01% | 3503 |
|
|
2014
Q1 | $1K | Hold |
110
| – | – | ﹤0.01% | 3376 |
|
|
2013
Q4 | $1K | Sell |
110
-30
| -21% | -$273 | ﹤0.01% | 3195 |
|
|
2013
Q3 | $1K | Hold |
140
| – | – | ﹤0.01% | 3075 |
|
|
2013
Q2 | $1K | Buy |
+140
| New | +$1K | ﹤0.01% | 2927 |
|