Dumont & Blake Investment Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,789
| Closed | -$756K | – | 160 |
|
|
2019
Q4 | $756K | Buy |
19,789
+91
| +0.5% | +$3.48K | 0.3% | 92 |
|
|
2019
Q3 | $636K | Sell |
19,698
-108
| -0.5% | -$3.49K | 0.27% | 103 |
|
|
2019
Q2 | $732K | Buy |
19,806
+85
| +0.4% | +$3.14K | 0.3% | 98 |
|
|
2019
Q1 | $667K | Buy |
19,721
+114
| +0.6% | +$3.86K | 0.28% | 104 |
|
|
2018
Q4 | $600K | Sell |
19,607
-1,642
| -8% | -$50.2K | 0.28% | 105 |
|
|
2018
Q3 | $800K | Buy |
21,249
+648
| +3% | +$24.4K | 0.31% | 104 |
|
|
2018
Q2 | $783K | Buy |
20,601
+664
| +3% | +$25.2K | 0.33% | 102 |
|
|
2018
Q1 | $882K | Sell |
19,937
-6,134
| -24% | -$271K | 0.38% | 95 |
|
|
2017
Q4 | $1.17M | Sell |
26,071
-398
| -2% | -$17.9K | 0.48% | 72 |
|
|
2017
Q3 | $1.19M | Hold |
26,469
| – | – | 0.51% | 68 |
|
|
2017
Q2 | $987K | Sell |
26,469
-227
| -0.9% | -$8.47K | 0.44% | 83 |
|
|
2017
Q1 | $982K | Buy |
26,696
+170
| +0.6% | +$6.25K | 0.44% | 80 |
|
|
2016
Q4 | $921K | Buy |
26,526
+86
| +0.3% | +$2.99K | 0.43% | 81 |
|
|
2016
Q3 | $819K | Buy |
+26,440
| New | +$819K | 0.4% | 92 |
|