Harvest Group Wealth Management’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-345
| Closed | -$12K | – | 124 |
|
|
2020
Q4 | $12K | Hold |
345
| – | – | 0.01% | 210 |
|
|
2020
Q3 | $12K | Hold |
345
| – | – | 0.01% | 200 |
|
|
2020
Q2 | $10K | Hold |
345
| – | – | 0.01% | 209 |
|
|
2020
Q1 | $7K | Hold |
345
| – | – | 0.01% | 231 |
|
|
2019
Q4 | $13K | Hold |
345
| – | – | 0.01% | 203 |
|
|
2019
Q3 | $11K | Buy |
345
+1
| +0.3% | +$32 | 0.01% | 238 |
|
|
2019
Q2 | $12K | Buy |
344
+1
| +0.3% | +$35 | 0.02% | 198 |
|
|
2019
Q1 | $12K | Buy |
+343
| New | +$12K | 0.01% | 212 |
|