B. Riley Wealth Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,975
| Closed | -$241K | – | 1416 |
|
|
2024
Q1 | $241K | Buy |
+5,975
| New | +$241K | 0.01% | 1161 |
|
|
2023
Q4 | – | Sell |
-5,975
| Closed | -$241K | – | 1410 |
|
|
2023
Q3 | $241K | Sell |
5,975
-7,128
| -54% | -$288K | 0.01% | 1161 |
|
|
2023
Q2 | $564K | Buy |
13,103
+6,797
| +108% | +$293K | 0.01% | 795 |
|
|
2023
Q1 | $273K | Sell |
6,306
-1,307
| -17% | -$56.5K | 0.01% | 1122 |
|
|
2022
Q4 | $270K | Buy |
+7,613
| New | +$270K | 0.01% | 1095 |
|
|
2020
Q1 | – | Sell |
-7,231
| Closed | -$277K | – | 806 |
|
|
2019
Q4 | $277K | Buy |
+7,231
| New | +$277K | 0.02% | 628 |
|
|
2015
Q1 | – | Sell |
-204
| Closed | -$10 | – | 752 |
|
|
2014
Q4 | $10 | Buy |
+204
| New | +$10 | ﹤0.01% | 2852 |
|
|
2014
Q3 | – | Sell |
-218
| Closed | -$12.5K | – | 807 |
|
|
2014
Q2 | $12.5K | Buy |
+218
| New | +$12.5K | ﹤0.01% | 1685 |
|
|
2013
Q4 | – | Sell |
-5,089
| Closed | -$227K | – | 681 |
|
|
2013
Q3 | $227K | Buy |
+5,089
| New | +$227K | 0.08% | 295 |
|