Independent Portfolio Consultants’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-426
| Closed | -$21K | – | 792 |
|
2015
Q2 | $21K | Buy |
426
+310
| +267% | +$15.3K | ﹤0.01% | 706 |
|
2015
Q1 | $6K | Buy |
+116
| New | +$6K | ﹤0.01% | 752 |
|
2014
Q4 | – | Sell |
-2,289
| Closed | -$106K | – | 811 |
|
2014
Q3 | $106K | Sell |
2,289
-616
| -21% | -$28.5K | 0.03% | 538 |
|
2014
Q2 | $167K | Sell |
2,905
-8,665
| -75% | -$498K | 0.05% | 467 |
|
2014
Q1 | $626K | Sell |
11,570
-2,323
| -17% | -$126K | 0.2% | 159 |
|
2013
Q4 | $684K | Sell |
13,893
-648
| -4% | -$31.9K | 0.24% | 138 |
|
2013
Q3 | $649K | Sell |
14,541
-193
| -1% | -$8.61K | 0.26% | 128 |
|
2013
Q2 | $559K | Buy |
+14,734
| New | +$559K | 0.25% | 148 |
|