J.W. Cole Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,956
| Closed | -$204K | – | 727 |
|
|
2022
Q2 | $204K | Sell |
6,956
-103
| -1% | -$3.02K | 0.02% | 674 |
|
|
2022
Q1 | $242K | Sell |
7,059
-1,704
| -19% | -$58.4K | 0.02% | 689 |
|
|
2021
Q4 | $348K | Sell |
8,763
-733
| -8% | -$29.1K | 0.02% | 593 |
|
|
2021
Q3 | $363K | Buy |
9,496
+3,298
| +53% | +$126K | 0.03% | 310 |
|
|
2021
Q2 | $265K | Buy |
6,198
+1
| +0% | +$43 | 0.02% | 618 |
|
|
2021
Q1 | $253K | Sell |
6,197
-337
| -5% | -$13.8K | 0.02% | 563 |
|
|
2020
Q4 | $222K | Sell |
6,534
-272
| -4% | -$9.24K | 0.02% | 565 |
|
|
2020
Q3 | $232K | Buy |
+6,806
| New | +$232K | 0.02% | 632 |
|