Brown, Lisle/Cummings’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-450
| Closed | -$15.6K | – | 614 |
|
|
2024
Q1 | $15.6K | Sell |
450
-2,050
| -82% | -$71.2K | 0.01% | 392 |
|
|
2023
Q4 | $89.6K | Buy |
2,500
+2,000
| +400% | +$71.7K | 0.03% | 244 |
|
|
2023
Q3 | $20.2K | Sell |
500
-68
| -12% | -$2.75K | 0.01% | 335 |
|
|
2023
Q2 | $24.5K | Hold |
568
| – | – | 0.01% | 322 |
|
|
2023
Q1 | $24.6K | Hold |
568
| – | – | 0.01% | 320 |
|
|
2022
Q4 | $20.1K | Hold |
568
| – | – | 0.01% | 323 |
|
|
2022
Q3 | $15.7K | Sell |
568
-568
| -50% | -$15.7K | 0.01% | 337 |
|
|
2022
Q2 | $33.4K | Hold |
1,136
| – | – | 0.02% | 284 |
|
|
2022
Q1 | $38.9K | Hold |
1,136
| – | – | 0.02% | 282 |
|
|
2021
Q4 | $45.1K | Buy |
+1,136
| New | +$45.1K | 0.02% | 273 |
|