BerganKDV Wealth Management’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-37
| Closed | -$1.61K | – | 898 |
|
|
2023
Q1 | $1.61K | Hold |
37
| – | – | ﹤0.01% | 856 |
|
|
2022
Q4 | $1.32K | Sell |
37
-4
| -10% | -$142 | ﹤0.01% | 848 |
|
|
2022
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 862 |
|
|
2022
Q2 | $1K | Buy |
41
+1
| +3% | +$24 | ﹤0.01% | 879 |
|
|
2022
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 904 |
|
|
2021
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 899 |
|
|
2021
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 863 |
|
|
2021
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 795 |
|
|
2021
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 762 |
|
|
2020
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 833 |
|
|
2020
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 768 |
|
|
2020
Q2 | $1K | Sell |
40
-25
| -38% | -$625 | ﹤0.01% | 828 |
|
|
2020
Q1 | $1K | Hold |
65
| – | – | ﹤0.01% | 796 |
|
|
2019
Q4 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 756 |
|