B.O.S.S. Retirement Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-73,678
| Closed | -$2.67M | – | 189 |
|
2024
Q3 | $2.67M | Buy |
73,678
+9,082
| +14% | +$330K | 0.54% | 51 |
|
2024
Q2 | $2.08M | Buy |
64,596
+20,924
| +48% | +$675K | 0.53% | 55 |
|
2024
Q1 | $1.57M | Sell |
43,672
-1,415
| -3% | -$50.7K | 0.6% | 63 |
|
2023
Q4 | $1.62M | Buy |
45,087
+2,284
| +5% | +$81.9K | 0.31% | 107 |
|
2023
Q3 | $1.73M | Buy |
42,803
+1,163
| +3% | +$47K | 0.37% | 94 |
|
2023
Q2 | $1.79M | Buy |
+41,640
| New | +$1.79M | 0.38% | 94 |
|