Benjamin F. Edwards & Company’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $122K | Hold |
3,774
| – | – | ﹤0.01% | 1053 |
|
|
2024
Q1 | $131K | Sell |
3,774
-1,940
| -34% | -$67.3K | ﹤0.01% | 1020 |
|
|
2023
Q4 | $205K | Buy |
5,714
+3,725
| +187% | +$134K | ﹤0.01% | 880 |
|
|
2023
Q3 | $80K | Sell |
1,989
-271
| -12% | -$10.9K | ﹤0.01% | 944 |
|
|
2023
Q2 | $97K | Hold |
2,260
| – | – | ﹤0.01% | 914 |
|
|
2023
Q1 | $98K | Sell |
2,260
-97
| -4% | -$4.21K | ﹤0.01% | 914 |
|
|
2022
Q4 | $84K | Hold |
2,357
| – | – | ﹤0.01% | 946 |
|
|
2022
Q3 | $65K | Buy |
2,357
+244
| +12% | +$6.73K | ﹤0.01% | 983 |
|
|
2022
Q2 | $62K | Hold |
2,113
| – | – | ﹤0.01% | 986 |
|
|
2022
Q1 | $72K | Sell |
2,113
-1,250
| -37% | -$42.6K | ﹤0.01% | 946 |
|
|
2021
Q4 | $133K | Hold |
3,363
| – | – | 0.01% | 812 |
|
|
2021
Q3 | $128K | Buy |
3,363
+585
| +21% | +$22.3K | 0.01% | 793 |
|
|
2021
Q2 | $119K | Hold |
2,778
| – | – | 0.01% | 800 |
|
|
2021
Q1 | $113K | Sell |
2,778
-134
| -5% | -$5.45K | 0.01% | 812 |
|
|
2020
Q4 | $99K | Buy |
2,912
+50
| +2% | +$1.7K | 0.01% | 788 |
|
|
2020
Q3 | $98K | Hold |
2,862
| – | – | 0.01% | 744 |
|
|
2020
Q2 | $89K | Sell |
2,862
-122
| -4% | -$3.79K | 0.01% | 767 |
|
|
2020
Q1 | $64K | Buy |
2,984
+664
| +29% | +$14.2K | 0.01% | 800 |
|
|
2019
Q4 | $89K | Hold |
2,320
| – | – | 0.01% | 811 |
|
|
2019
Q3 | $75K | Sell |
2,320
-188
| -7% | -$6.08K | 0.01% | 811 |
|
|
2019
Q2 | $93K | Buy |
2,508
+188
| +8% | +$6.97K | 0.01% | 723 |
|
|
2019
Q1 | $78K | Buy |
2,320
+368
| +19% | +$12.4K | 0.01% | 748 |
|
|
2018
Q4 | $60K | Hold |
1,952
| – | – | 0.01% | 780 |
|
|
2018
Q3 | $73K | Hold |
1,952
| – | – | 0.01% | 762 |
|
|
2018
Q2 | $74K | Hold |
1,952
| – | – | 0.01% | 752 |
|
|
2018
Q1 | $86K | Hold |
1,952
| – | – | 0.01% | 717 |
|
|
2017
Q4 | $88K | Hold |
1,952
| – | – | 0.01% | 679 |
|
|
2017
Q3 | $88K | Hold |
1,952
| – | – | 0.01% | 630 |
|
|
2017
Q2 | $73K | Hold |
1,952
| – | – | 0.01% | 627 |
|
|
2017
Q1 | $72K | Hold |
1,952
| – | – | 0.01% | 603 |
|
|
2016
Q4 | $68K | Hold |
1,952
| – | – | 0.01% | 554 |
|
|
2016
Q3 | $60K | Hold |
1,952
| – | – | 0.01% | 509 |
|
|
2016
Q2 | $51K | Hold |
1,952
| – | – | 0.01% | 508 |
|
|
2016
Q1 | $66K | Hold |
1,952
| – | – | 0.01% | 450 |
|
|
2015
Q4 | $74K | Hold |
1,952
| – | – | 0.02% | 452 |
|
|
2015
Q3 | $71K | Hold |
1,952
| – | – | 0.02% | 462 |
|
|
2015
Q2 | $98K | Hold |
1,952
| – | – | 0.02% | 465 |
|
|
2015
Q1 | $104K | Hold |
1,952
| – | – | 0.02% | 430 |
|
|
2014
Q4 | $94K | Hold |
1,952
| – | – | 0.02% | 398 |
|
|
2014
Q3 | $90K | Hold |
1,952
| – | – | 0.02% | 411 |
|
|
2014
Q2 | $112K | Hold |
1,952
| – | – | 0.03% | 369 |
|
|
2014
Q1 | $106K | Hold |
1,952
| – | – | 0.03% | 362 |
|
|
2013
Q4 | $96K | Hold |
1,952
| – | – | 0.03% | 339 |
|
|
2013
Q3 | $87K | Hold |
1,952
| – | – | 0.03% | 325 |
|
|
2013
Q2 | $74K | Buy |
+1,952
| New | +$74K | 0.03% | 329 |
|