Executive 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 | – | Sell |
-42,589
| Closed | -$1.55M | – | 258 |
|
|
2024
Q3 | $1.55M | Buy |
+42,589
| New | +$1.55M | 0.12% | 127 |
|
|
2024
Q2 | – | Sell |
-56,121
| Closed | -$1.97M | – | 140 |
|
|
2024
Q1 | $1.97M | Buy |
56,121
+13,199
| +31% | +$462K | 0.17% | 107 |
|
|
2023
Q4 | $1.54M | Buy |
42,922
+3,840
| +10% | +$138K | 0.14% | 110 |
|
|
2023
Q3 | $1.58M | Buy |
+39,082
| New | +$1.58M | 0.16% | 102 |
|
|
2019
Q3 | – | Sell |
-457
| Closed | -$17K | – | 220 |
|
|
2019
Q2 | $17K | Buy |
457
+3
| +0.7% | +$112 | ﹤0.01% | 491 |
|
|
2019
Q1 | $15K | Hold |
454
| – | – | ﹤0.01% | 473 |
|
|
2018
Q4 | $14K | Buy |
+454
| New | +$14K | ﹤0.01% | 493 |
|