Cascade Investment Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-31,487
| Closed | -$1.08M | – | 239 |
|
|
2022
Q1 | $1.08M | Sell |
31,487
-187
| -0.6% | -$6.99K | 0.66% | 80 |
|
|
2021
Q4 | $1.26M | Buy |
31,674
+165
| +0.5% | +$6.63K | 0.74% | 73 |
|
|
2021
Q3 | $1.2M | Sell |
31,509
-57
| -0.2% | -$2.27K | 0.78% | 70 |
|
|
2021
Q2 | $1.35M | Buy |
31,566
+178
| +0.6% | +$7.84K | 0.85% | 59 |
|
|
2021
Q1 | $1.28M | Buy |
31,388
+1,284
| +4% | +$50K | 0.83% | 62 |
|
|
2020
Q4 | $1.02M | Buy |
30,104
+1,926
| +7% | +$65.3K | 0.75% | 71 |
|
|
2020
Q3 | $961K | Hold |
28,178
| – | – | 0.82% | 51 |
|
|
2020
Q2 | $876K | Sell |
28,178
-52
| -0.2% | -$1.37K | 0.83% | 60 |
|
|
2020
Q1 | $606K | Sell |
28,230
-3,027
| -10% | -$87.5K | 0.67% | 65 |
|
|
2019
Q4 | $1.19M | Sell |
31,257
-682
| -2% | -$25K | 0.91% | 49 |
|
|
2019
Q3 | $1.03M | Buy |
31,939
+455
| +1% | +$14.7K | 0.8% | 60 |
|
|
2019
Q2 | $1.16M | Buy |
31,484
+1,363
| +5% | +$48.3K | 0.99% | 44 |
|
|
2019
Q1 | $1.02M | Buy |
30,121
+1,448
| +5% | +$50.1K | 0.91% | 52 |
|
|
2018
Q4 | $877K | Buy |
28,673
+955
| +3% | +$32K | 0.89% | 51 |
|
|
2018
Q3 | $1.04M | Sell |
27,718
-455
| -2% | -$17.9K | 0.88% | 56 |
|
|
2018
Q2 | $1.07M | Sell |
28,173
-8,247
| -23% | -$363K | 0.96% | 49 |
|
|
2018
Q1 | $1.61M | Buy |
36,420
+142
| +0.4% | +$6.6K | 1.27% | 22 |
|
|
2017
Q4 | $1.63M | Sell |
36,278
-8,776
| -19% | -$406K | 1.29% | 20 |
|
|
2017
Q3 | $2.03M | Sell |
45,054
-5,328
| -11% | -$218K | 1.69% | 7 |
|
|
2017
Q2 | $1.88M | Sell |
50,382
-1,709
| -3% | -$62K | 1.6% | 10 |
|
|
2017
Q1 | $1.92M | Sell |
52,091
-5,027
| -9% | -$183K | 1.68% | 8 |
|
|
2016
Q4 | $1.98M | Buy |
+57,118
| New | +$1.84M | 1.69% | 8 |
|
|
2016
Q2 | $1.36M | Buy |
+52,495
| New | +$1.59M | 1.31% | 36 |
|
Other funds holding BWA
