Gideon Capital 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 |
-5,558
| Closed | -$212K | – | 30 |
|
|
2019
Q4 | $212K | Buy |
+5,558
| New | +$212K | 0.07% | 245 |
|
|
2019
Q3 | – | Sell |
-20,309
| Closed | -$751K | – | 294 |
|
|
2019
Q2 | $751K | Buy |
+20,309
| New | +$751K | 0.26% | 145 |
|
|
2018
Q3 | – | Sell |
-21,949
| Closed | -$834K | – | 353 |
|
|
2018
Q2 | $834K | Buy |
+21,949
| New | +$834K | 0.42% | 58 |
|
|
2018
Q1 | – | Sell |
-13,356
| Closed | -$601K | – | 354 |
|
|
2017
Q4 | $601K | Buy |
+13,356
| New | +$601K | 0.53% | 38 |
|
|
2017
Q2 | – | Sell |
-5,463
| Closed | -$201K | – | 263 |
|
|
2017
Q1 | $201K | Buy |
+5,463
| New | +$201K | 0.12% | 370 |
|
|
2016
Q4 | – | Sell |
-28,326
| Closed | -$877K | – | 403 |
|
|
2016
Q3 | $877K | Buy |
+28,326
| New | +$877K | 0.53% | 63 |
|
|
2015
Q3 | – | Sell |
-27,037
| Closed | -$1.35M | – | 228 |
|
|
2015
Q2 | $1.35M | Buy |
+27,037
| New | +$1.35M | 0.56% | 65 |
|
|
2015
Q1 | – | Sell |
-18,434
| Closed | -$892K | – | 231 |
|
|
2014
Q4 | $892K | Sell |
18,434
-16,344
| -47% | -$791K | 0.42% | 87 |
|
|
2014
Q3 | $1.61M | Buy |
34,778
+27,994
| +413% | +$1.3M | 0.62% | 49 |
|
|
2014
Q2 | $389K | Buy |
+6,784
| New | +$389K | 0.14% | 180 |
|