Great Valley Advisor Group’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,108
| Closed | -$326K | – | 753 |
|
|
2023
Q4 | $326K | Sell |
9,108
-189
| -2% | -$6.77K | 0.01% | 557 |
|
|
2023
Q3 | $375K | Sell |
9,297
-1,341
| -13% | -$54.1K | 0.02% | 499 |
|
|
2023
Q2 | $458K | Buy |
10,638
+69
| +0.7% | +$2.97K | 0.02% | 463 |
|
|
2023
Q1 | $457K | Buy |
10,569
+159
| +2% | +$6.87K | 0.02% | 452 |
|
|
2022
Q4 | $369K | Sell |
10,410
-189
| -2% | -$6.7K | 0.02% | 499 |
|
|
2022
Q3 | $293K | Buy |
10,599
+86
| +0.8% | +$2.38K | 0.02% | 540 |
|
|
2022
Q2 | $309K | Buy |
+10,513
| New | +$309K | 0.02% | 540 |
|