Curated Wealth Partners’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,072
| Closed | -$241K | – | 133 |
|
|
2022
Q1 | $241K | Hold |
6,072
| – | – | 0.08% | 123 |
|
|
2021
Q4 | $241K | Buy |
6,072
+213
| +4% | +$8.45K | 0.08% | 127 |
|
|
2021
Q3 | $223K | Buy |
5,859
+127
| +2% | +$4.83K | 0.12% | 135 |
|
|
2021
Q2 | $245K | Buy |
5,732
+283
| +5% | +$12.1K | 0.13% | 126 |
|
|
2021
Q1 | $222K | Sell |
5,449
-2,944
| -35% | -$120K | 0.14% | 130 |
|
|
2020
Q4 | $285K | Buy |
+8,393
| New | +$285K | 0.18% | 109 |
|