Concord Wealth Partners’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-12
| Closed | -$452 | – | 1025 |
|
2022
Q4 | $452 | Buy |
+12
| New | +$452 | ﹤0.01% | 1158 |
|
2022
Q3 | – | Sell |
-66
| Closed | -$2K | – | 289 |
|
2022
Q2 | $2K | Sell |
66
-66
| -50% | -$2K | ﹤0.01% | 997 |
|
2022
Q1 | $5K | Sell |
132
-21
| -14% | -$795 | ﹤0.01% | 900 |
|
2021
Q4 | $6K | Buy |
153
+110
| +256% | +$4.31K | ﹤0.01% | 900 |
|
2021
Q3 | $2K | Sell |
43
-118
| -73% | -$5.49K | ﹤0.01% | 735 |
|
2021
Q2 | $7K | Sell |
161
-99
| -38% | -$4.3K | ﹤0.01% | 679 |
|
2021
Q1 | $11K | Buy |
+260
| New | +$11K | ﹤0.01% | 569 |
|