Barry Investment Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,071
| Closed | -$218K | – | 115 |
|
|
2023
Q2 | $218K | Sell |
5,071
-2,522
| -33% | -$109K | 0.07% | 112 |
|
|
2023
Q1 | $328K | Sell |
7,593
-945
| -11% | -$40.9K | 0.11% | 89 |
|
|
2022
Q4 | $303K | Sell |
8,538
-515
| -6% | -$18.2K | 0.1% | 91 |
|
|
2022
Q3 | $250K | Sell |
9,053
-592
| -6% | -$16.3K | 0.09% | 97 |
|
|
2022
Q2 | $283K | Sell |
9,645
-59
| -0.6% | -$1.73K | 0.08% | 102 |
|
|
2022
Q1 | $332K | Buy |
9,704
+1,710
| +21% | +$58.5K | 0.09% | 99 |
|
|
2021
Q4 | $317K | Buy |
+7,994
| New | +$317K | 0.08% | 94 |
|