Dimensional Fund Advisors’s Broadwind BWEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Hold |
215,869
| – | – | ﹤0.01% | 3031 |
|
|
2025
Q1 | $313K | Sell |
215,869
-37,865
| -15% | -$54.9K | ﹤0.01% | 3071 |
|
|
2024
Q4 | $477K | Sell |
253,734
-101,689
| -29% | -$191K | ﹤0.01% | 3046 |
|
|
2024
Q3 | $807K | Buy |
355,423
+25,831
| +8% | +$58.6K | ﹤0.01% | 2944 |
|
|
2024
Q2 | $1.08M | Buy |
329,592
+35,182
| +12% | +$115K | ﹤0.01% | 2900 |
|
|
2024
Q1 | $701K | Buy |
294,410
+21,772
| +8% | +$51.8K | ﹤0.01% | 2985 |
|
|
2023
Q4 | $755K | Buy |
272,638
+30,877
| +13% | +$85.5K | ﹤0.01% | 2980 |
|
|
2023
Q3 | $774K | Sell |
241,761
-6,717
| -3% | -$21.5K | ﹤0.01% | 2970 |
|
|
2023
Q2 | $949K | Sell |
248,478
-11,084
| -4% | -$42.3K | ﹤0.01% | 2941 |
|
|
2023
Q1 | $997K | Sell |
259,562
-14,522
| -5% | -$55.8K | ﹤0.01% | 2899 |
|
|
2022
Q4 | $490 | Buy |
274,084
+15,811
| +6% | +$28 | ﹤0.01% | 3038 |
|
|
2022
Q3 | $780K | Sell |
258,273
-2,234
| -0.9% | -$6.75K | ﹤0.01% | 2948 |
|
|
2022
Q2 | $427K | Sell |
260,507
-22,801
| -8% | -$37.4K | ﹤0.01% | 3097 |
|
|
2022
Q1 | $615K | Sell |
283,308
-40,190
| -12% | -$87.2K | ﹤0.01% | 3101 |
|
|
2021
Q4 | $608K | Sell |
323,498
-27,396
| -8% | -$51.5K | ﹤0.01% | 3126 |
|
|
2021
Q3 | $909K | Sell |
350,894
-112,885
| -24% | -$292K | ﹤0.01% | 3064 |
|
|
2021
Q2 | $2.1M | Buy |
463,779
+103,762
| +29% | +$470K | ﹤0.01% | 2860 |
|
|
2021
Q1 | $2.38M | Buy |
360,017
+56,158
| +18% | +$371K | ﹤0.01% | 2806 |
|
|
2020
Q4 | $2.41M | Buy |
303,859
+164
| +0.1% | +$1.3K | ﹤0.01% | 2757 |
|
|
2020
Q3 | $872K | Buy |
303,695
+16,496
| +6% | +$47.4K | ﹤0.01% | 2964 |
|
|
2020
Q2 | $1.08M | Sell |
287,199
-32,543
| -10% | -$122K | ﹤0.01% | 2922 |
|
|
2020
Q1 | $448K | Sell |
319,742
-20,963
| -6% | -$29.4K | ﹤0.01% | 3074 |
|
|
2019
Q4 | $566K | Sell |
340,705
-48,709
| -13% | -$80.9K | ﹤0.01% | 3117 |
|
|
2019
Q3 | $658K | Sell |
389,414
-12,724
| -3% | -$21.5K | ﹤0.01% | 3097 |
|
|
2019
Q2 | $893K | Hold |
402,138
| – | – | ﹤0.01% | 3079 |
|
|
2019
Q1 | $676K | Sell |
402,138
-10,727
| -3% | -$18K | ﹤0.01% | 3113 |
|
|
2018
Q4 | $537K | Sell |
412,865
-3,570
| -0.9% | -$4.64K | ﹤0.01% | 3133 |
|
|
2018
Q3 | $908K | Sell |
416,435
-26,351
| -6% | -$57.5K | ﹤0.01% | 3083 |
|
|
2018
Q2 | $1.05M | Buy |
442,786
+28,418
| +7% | +$67.1K | ﹤0.01% | 3018 |
|
|
2018
Q1 | $912K | Hold |
414,368
| – | – | ﹤0.01% | 3016 |
|
|
2017
Q4 | $1.13M | Buy |
414,368
+2,600
| +0.6% | +$7.07K | ﹤0.01% | 2972 |
|
|
2017
Q3 | $1.33M | Buy |
411,768
+57,813
| +16% | +$187K | ﹤0.01% | 2940 |
|
|
2017
Q2 | $1.78M | Buy |
353,955
+244,298
| +223% | +$1.23M | ﹤0.01% | 2873 |
|
|
2017
Q1 | $913K | Buy |
109,657
+57,522
| +110% | +$479K | ﹤0.01% | 2991 |
|
|
2016
Q4 | $211K | Hold |
52,135
| – | – | ﹤0.01% | 3199 |
|
|
2016
Q3 | $229K | Buy |
52,135
+26,253
| +101% | +$115K | ﹤0.01% | 3171 |
|
|
2016
Q2 | $109K | Buy |
+25,882
| New | +$109K | ﹤0.01% | 3230 |
|
|
2015
Q1 | – | Sell |
-7,384
| Closed | -$40K | – | 3338 |
|
|
2014
Q4 | $40K | Hold |
7,384
| – | – | ﹤0.01% | 3385 |
|
|
2014
Q3 | $55K | Sell |
7,384
-550
| -7% | -$4.1K | ﹤0.01% | 3388 |
|
|
2014
Q2 | $70K | Hold |
7,934
| – | – | ﹤0.01% | 3411 |
|
|
2014
Q1 | $97K | Hold |
7,934
| – | – | ﹤0.01% | 3391 |
|
|
2013
Q4 | $75K | Sell |
7,934
-333
| -4% | -$3.15K | ﹤0.01% | 3381 |
|
|
2013
Q3 | $65K | Sell |
8,267
-840
| -9% | -$6.61K | ﹤0.01% | 3425 |
|
|
2013
Q2 | $44K | Buy |
+9,107
| New | +$44K | ﹤0.01% | 3451 |
|