Cassady Schiller Wealth Management’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $254 | Buy |
+8
| New | +$254 | ﹤0.01% | 1059 |
|
|
2023
Q3 | – | Sell |
-23
| Closed | -$978 | – | 453 |
|
|
2023
Q2 | $978 | Hold |
23
| – | – | ﹤0.01% | 439 |
|
|
2023
Q1 | $982 | Hold |
23
| – | – | ﹤0.01% | 421 |
|
|
2022
Q4 | $805 | Buy |
+23
| New | +$805 | ﹤0.01% | 442 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | – | – | 172 |
|
|
2021
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 555 |
|