IFP Advisors’s Broadwind BWEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-191
| Closed | -$359 | – | 4367 |
|
|
2024
Q4 | $359 | Buy |
+191
| New | +$359 | ﹤0.01% | 3507 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3481 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3201 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3125 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3045 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2928 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2811 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2816 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2911 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3115 |
|
|
2017
Q2 | – | Sell |
-1,000
| Closed | -$8K | – | 4047 |
|
|
2017
Q1 | $8K | Sell |
1,000
-1,000
| -50% | -$8K | ﹤0.01% | 2997 |
|
|
2016
Q4 | $8K | Buy |
2,000
+856
| +75% | +$3.42K | ﹤0.01% | 2991 |
|
|
2016
Q3 | $5K | Hold |
1,144
| – | – | ﹤0.01% | 3191 |
|
|
2016
Q2 | $5K | Buy |
+1,144
| New | +$5K | ﹤0.01% | 3112 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | – | – | 2489 |
|
|
2015
Q4 | $0 | Buy |
+200
| New | – | ﹤0.01% | 3708 |
|