Broadview Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,973
| Closed | -$521K | – | 101 |
|
|
2017
Q2 | $521K | Sell |
13,973
-16,358
| -54% | -$610K | 0.08% | 90 |
|
|
2017
Q1 | $1.12M | Hold |
30,331
| – | – | 0.15% | 85 |
|
|
2016
Q4 | $1.05M | Hold |
30,331
| – | – | 0.14% | 82 |
|
|
2016
Q3 | $939K | Buy |
30,331
+12,609
| +71% | +$390K | 0.13% | 78 |
|
|
2016
Q2 | $461K | Sell |
17,722
-6,248
| -26% | -$163K | 0.07% | 92 |
|
|
2016
Q1 | $810K | Hold |
23,970
| – | – | 0.12% | 81 |
|
|
2015
Q4 | $912K | Buy |
+23,970
| New | +$912K | 0.13% | 81 |
|