Buckley 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
Q4 | – | Sell |
-5,533
| Closed | -$223K | – | 102 |
|
|
2023
Q3 | $223K | Sell |
5,533
-7,865
| -59% | -$318K | 0.08% | 95 |
|
|
2023
Q2 | $577K | Buy |
13,398
+8,025
| +149% | +$346K | 0.2% | 81 |
|
|
2023
Q1 | $232K | Buy |
+5,373
| New | +$232K | 0.09% | 97 |
|
|
2022
Q3 | – | Sell |
-10,686
| Closed | -$314K | – | 116 |
|
|
2022
Q2 | $314K | Buy |
10,686
+623
| +6% | +$18.3K | 0.1% | 114 |
|
|
2022
Q1 | $345K | Buy |
10,063
+4,481
| +80% | +$154K | 0.09% | 110 |
|
|
2021
Q4 | $221K | Buy |
+5,582
| New | +$221K | 0.06% | 123 |
|
|
2021
Q3 | – | Sell |
-6,668
| Closed | -$285K | – | 129 |
|
|
2021
Q2 | $285K | Sell |
6,668
-170
| -2% | -$7.27K | 0.1% | 108 |
|
|
2021
Q1 | $279K | Buy |
6,838
+59
| +0.9% | +$2.41K | 0.1% | 109 |
|
|
2020
Q4 | $231K | Sell |
6,779
-537
| -7% | -$18.3K | 0.09% | 110 |
|
|
2020
Q3 | $249K | Sell |
7,316
-7,277
| -50% | -$248K | 0.11% | 101 |
|
|
2020
Q2 | $453K | Buy |
14,593
+5,078
| +53% | +$158K | 0.21% | 83 |
|
|
2020
Q1 | $204K | Buy |
+9,515
| New | +$204K | 0.11% | 115 |
|