Beacon Investment Advisory Services’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,647
| Closed | -$202K | – | 267 |
|
|
2023
Q4 | $202K | Buy |
5,647
+14
| +0.2% | +$502 | 0.01% | 258 |
|
|
2023
Q3 | $227K | Sell |
5,633
-717
| -11% | -$28.9K | 0.01% | 254 |
|
|
2023
Q2 | $241K | Hold |
6,350
| – | – | 0.01% | 256 |
|
|
2023
Q1 | $275K | Sell |
6,350
-62
| -1% | -$2.68K | 0.01% | 238 |
|
|
2022
Q4 | $227K | Buy |
+6,412
| New | +$227K | 0.01% | 252 |
|
|
2022
Q2 | – | Sell |
-6,435
| Closed | -$220K | – | 287 |
|
|
2022
Q1 | $220K | Hold |
6,435
| – | – | 0.01% | 281 |
|
|
2021
Q4 | $255K | Hold |
6,435
| – | – | 0.01% | 271 |
|
|
2021
Q3 | $245K | Buy |
6,435
+121
| +2% | +$4.61K | 0.01% | 271 |
|
|
2021
Q2 | $270K | Buy |
6,314
+1
| +0% | +$43 | 0.01% | 270 |
|
|
2021
Q1 | $258K | Hold |
6,313
| – | – | 0.01% | 266 |
|
|
2020
Q4 | $215K | Hold |
6,313
| – | – | 0.01% | 262 |
|
|
2020
Q3 | $215K | Buy |
+6,313
| New | +$215K | 0.01% | 233 |
|