Beacon Pointe 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 |
-5,985
| Closed | -$217K | – | 1196 |
|
|
2024
Q3 | $217K | Sell |
5,985
-641
| -10% | -$23.3K | ﹤0.01% | 1123 |
|
|
2024
Q2 | $214K | Sell |
6,626
-9
| -0.1% | -$290 | ﹤0.01% | 1159 |
|
|
2024
Q1 | $230K | Buy |
6,635
+3
| +0% | +$104 | ﹤0.01% | 1193 |
|
|
2023
Q4 | $238K | Sell |
6,632
-501
| -7% | -$18K | ﹤0.01% | 1137 |
|
|
2023
Q3 | $288K | Buy |
+7,133
| New | +$288K | ﹤0.01% | 1074 |
|
|
2023
Q2 | – | Sell |
-7,285
| Closed | -$315K | – | 1081 |
|
|
2023
Q1 | $315K | Buy |
+7,285
| New | +$315K | 0.01% | 918 |
|