Baldwin Wealth Partners’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-34
| Closed | -$1.1K | – | 1097 |
|
|
2024
Q2 | $1.1K | Buy |
+34
| New | +$1.1K | ﹤0.01% | 714 |
|
|
2016
Q2 | – | Sell |
-398
| Closed | -$13K | – | 459 |
|
|
2016
Q1 | $13K | Buy |
+398
| New | +$13K | ﹤0.01% | 392 |
|
|
2014
Q4 | – | Sell |
-22,745
| Closed | -$1.05M | – | 254 |
|
|
2014
Q3 | $1.05M | Buy |
22,745
+371
| +2% | +$17.2K | 0.15% | 135 |
|
|
2014
Q2 | $1.28M | Buy |
22,374
+155
| +0.7% | +$8.9K | 0.19% | 107 |
|
|
2014
Q1 | $1.2M | Buy |
22,219
+458
| +2% | +$24.8K | 0.19% | 109 |
|
|
2013
Q4 | $1.07M | Buy |
21,761
+559
| +3% | +$27.5K | 0.17% | 122 |
|
|
2013
Q3 | $946K | Buy |
+21,202
| New | +$946K | 0.17% | 123 |
|