Buckingham Strategic Wealth’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-39,914
| Closed | -$856K | – | 416 |
|
|
2020
Q1 | $856K | Buy |
+39,914
| New | +$856K | 0.08% | 178 |
|
|
2016
Q2 | – | Sell |
-6,326
| Closed | -$214K | – | 252 |
|
|
2016
Q1 | $214K | Sell |
6,326
-48
| -0.8% | -$1.62K | 0.07% | 204 |
|
|
2015
Q4 | $243K | Sell |
6,374
-953
| -13% | -$36.3K | 0.08% | 165 |
|
|
2015
Q3 | $268K | Buy |
7,327
+1,081
| +17% | +$39.5K | 0.09% | 145 |
|
|
2015
Q2 | $313K | Buy |
6,246
+1,959
| +46% | +$98.2K | 0.1% | 148 |
|
|
2015
Q1 | $228K | Buy |
+4,287
| New | +$228K | 0.09% | 186 |
|