Frontier Wealth Management’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 |
-7,613
| Closed | -$248K | – | 395 |
|
|
2022
Q1 | $248K | Hold |
7,613
| – | – | ﹤0.01% | 342 |
|
|
2021
Q4 | $302K | Buy |
7,613
+176
| +2% | +$6.98K | 0.02% | 326 |
|
|
2021
Q3 | $283K | Hold |
7,437
| – | – | 0.02% | 342 |
|
|
2021
Q2 | $318K | Buy |
7,437
+22
| +0.3% | +$941 | 0.02% | 324 |
|
|
2021
Q1 | $303K | Hold |
7,415
| – | – | 0.02% | 306 |
|
|
2020
Q4 | $252K | Hold |
7,415
| – | – | 0.02% | 319 |
|
|
2020
Q3 | $253K | Hold |
7,415
| – | – | 0.02% | 305 |
|
|
2020
Q2 | $230K | Buy |
+7,415
| New | +$230K | 0.02% | 309 |
|
|
2020
Q1 | – | Sell |
-6,506
| Closed | -$248K | – | 295 |
|
|
2019
Q4 | $248K | Sell |
6,506
-1,340
| -17% | -$51.1K | 0.04% | 254 |
|
|
2019
Q3 | $253K | Hold |
7,846
| – | – | 0.04% | 264 |
|
|
2019
Q2 | $290K | Hold |
7,846
| – | – | 0.04% | 248 |
|
|
2019
Q1 | $265K | Sell |
7,846
-617
| -7% | -$20.8K | 0.04% | 296 |
|
|
2018
Q4 | $259K | Buy |
8,463
+1,247
| +17% | +$38.2K | 0.04% | 287 |
|
|
2018
Q3 | $272K | Hold |
7,216
| – | – | 0.03% | 318 |
|
|
2018
Q2 | $274K | Buy |
7,216
+44
| +0.6% | +$1.67K | 0.04% | 299 |
|
|
2018
Q1 | $317K | Buy |
7,172
+839
| +13% | +$37.1K | 0.04% | 295 |
|
|
2017
Q4 | $285K | Hold |
6,333
| – | – | 0.05% | 278 |
|
|
2017
Q3 | $286K | Hold |
6,333
| – | – | 0.04% | 299 |
|
|
2017
Q2 | $236K | Hold |
6,333
| – | – | 0.04% | 337 |
|
|
2017
Q1 | $233K | Hold |
6,333
| – | – | 0.04% | 339 |
|
|
2016
Q4 | $220K | Buy |
+6,333
| New | +$220K | 0.04% | 340 |
|
|
2016
Q1 | – | Sell |
-5,862
| Closed | -$223K | – | 356 |
|
|
2015
Q4 | $223K | Sell |
5,862
-92
| -2% | -$3.5K | 0.04% | 294 |
|
|
2015
Q3 | $218K | Buy |
5,954
+659
| +12% | +$24.1K | 0.03% | 296 |
|
|
2015
Q2 | $265K | Buy |
5,295
+659
| +14% | +$33K | 0.04% | 274 |
|
|
2015
Q1 | $247K | Hold |
4,636
| – | – | 0.04% | 256 |
|
|
2014
Q4 | $224K | Buy |
+4,636
| New | +$224K | 0.04% | 226 |
|