Chase Investment Counsel’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,222
| Closed | -$614K | – | 99 |
|
|
2023
Q1 | $614K | Buy |
+14,222
| New | +$614K | 0.34% | 60 |
|
|
2017
Q2 | – | Sell |
-100,893
| Closed | -$3.71M | – | 85 |
|
|
2017
Q1 | $3.71M | Buy |
100,893
+23,548
| +30% | +$866K | 1.78% | 29 |
|
|
2016
Q4 | $2.69M | Buy |
+77,345
| New | +$2.69M | 1.34% | 38 |
|
|
2014
Q3 | – | Sell |
-89,156
| Closed | -$5.12M | – | 105 |
|
|
2014
Q2 | $5.12M | Buy |
+89,156
| New | +$5.12M | 1.73% | 23 |
|