Essex Investment Management’s Broadwind BWEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
94,788
+34,006
| +56% | +$61.6K | 0.03% | 201 |
|
|
2025
Q1 | $88.1K | Hold |
60,782
| – | – | 0.02% | 225 |
|
|
2024
Q4 | $114K | Sell |
60,782
-7,030
| -10% | -$13.2K | 0.02% | 218 |
|
|
2024
Q3 | $154K | Hold |
67,812
| – | – | 0.03% | 208 |
|
|
2024
Q2 | $222K | Sell |
67,812
-128,047
| -65% | -$420K | 0.04% | 185 |
|
|
2024
Q1 | $466K | Buy |
195,859
+49,173
| +34% | +$117K | 0.09% | 173 |
|
|
2023
Q4 | $406K | Sell |
146,686
-58,524
| -29% | -$162K | 0.08% | 185 |
|
|
2023
Q3 | $657K | Sell |
205,210
-6,246
| -3% | -$20K | 0.11% | 223 |
|
|
2023
Q2 | $808K | Buy |
211,456
+4,860
| +2% | +$18.6K | 0.11% | 232 |
|
|
2023
Q1 | $793K | Sell |
206,596
-162,317
| -44% | -$623K | 0.12% | 227 |
|
|
2022
Q4 | $660K | Hold |
368,913
| – | – | 0.1% | 230 |
|
|
2022
Q3 | $1.11M | Sell |
368,913
-25,304
| -6% | -$76.4K | 0.18% | 167 |
|
|
2022
Q2 | $647K | Buy |
394,217
+49,474
| +14% | +$81.2K | 0.1% | 232 |
|
|
2022
Q1 | $748K | Buy |
344,743
+88,600
| +35% | +$192K | 0.09% | 243 |
|
|
2021
Q4 | $482K | Buy |
256,143
+53,018
| +26% | +$99.8K | 0.06% | 274 |
|
|
2021
Q3 | $526K | Buy |
203,125
+91,266
| +82% | +$236K | 0.06% | 269 |
|
|
2021
Q2 | $507K | Buy |
111,859
+822
| +0.7% | +$3.73K | 0.06% | 278 |
|
|
2021
Q1 | $733K | Buy |
111,037
+141
| +0.1% | +$931 | 0.09% | 262 |
|
|
2020
Q4 | $879K | Sell |
110,896
-148,523
| -57% | -$1.18M | 0.11% | 241 |
|
|
2020
Q3 | $745K | Sell |
259,419
-43,339
| -14% | -$124K | 0.11% | 260 |
|
|
2020
Q2 | $1.14M | Sell |
302,758
-109,955
| -27% | -$412K | 0.19% | 172 |
|
|
2020
Q1 | $578K | Sell |
412,713
-9,880
| -2% | -$13.8K | 0.12% | 208 |
|
|
2019
Q4 | $702K | Buy |
422,593
+14,941
| +4% | +$24.8K | 0.09% | 275 |
|
|
2019
Q3 | $689K | Buy |
407,652
+219,989
| +117% | +$372K | 0.1% | 259 |
|
|
2019
Q2 | $417K | Buy |
+187,663
| New | +$417K | 0.06% | 317 |
|
|
2017
Q4 | – | Sell |
-88,125
| Closed | -$286K | – | 366 |
|
|
2017
Q3 | $286K | Sell |
88,125
-4,704
| -5% | -$15.3K | 0.04% | 321 |
|
|
2017
Q2 | $468K | Hold |
92,829
| – | – | 0.07% | 260 |
|
|
2017
Q1 | $773K | Buy |
+92,829
| New | +$773K | 0.12% | 221 |
|