Acorn Wealth Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15,007
| Closed | -$612K | – | 168 |
|
|
2021
Q1 | $612K | Buy |
15,007
+3,406
| +29% | +$139K | 0.44% | 57 |
|
|
2020
Q4 | $395K | Hold |
11,601
| – | – | 0.31% | 78 |
|
|
2020
Q3 | $396K | Hold |
11,601
| – | – | 0.35% | 60 |
|
|
2020
Q2 | $360K | Sell |
11,601
-1,052
| -8% | -$32.6K | 0.34% | 60 |
|
|
2020
Q1 | $268K | Buy |
12,653
+6,307
| +99% | +$134K | 0.3% | 70 |
|
|
2019
Q4 | $235K | Hold |
6,346
| – | – | 0.2% | 104 |
|
|
2019
Q3 | $250K | Buy |
+6,346
| New | +$250K | 0.21% | 100 |
|
|
2018
Q2 | – | Sell |
-24
| Closed | -$1K | – | 557 |
|
|
2018
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 772 |
|
|
2017
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 743 |
|