J.W. Coons Advisors’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 |
-5,600
| Closed | -$201K | – | 241 |
|
|
2023
Q4 | $201K | Hold |
5,600
| – | – | 0.05% | 239 |
|
|
2023
Q3 | $226K | Sell |
5,600
-762
| -12% | -$30.8K | 0.07% | 213 |
|
|
2023
Q2 | $274K | Hold |
6,362
| – | – | 0.07% | 203 |
|
|
2023
Q1 | $275K | Hold |
6,362
| – | – | 0.08% | 197 |
|
|
2022
Q4 | $225K | Buy |
+6,362
| New | +$225K | 0.07% | 212 |
|
|
2022
Q2 | – | Sell |
-6,362
| Closed | -$218K | – | 244 |
|
|
2022
Q1 | $218K | Hold |
6,362
| – | – | 0.07% | 245 |
|
|
2021
Q4 | $253K | Hold |
6,362
| – | – | 0.08% | 216 |
|
|
2021
Q3 | $242K | Hold |
6,362
| – | – | 0.08% | 215 |
|
|
2021
Q2 | $272K | Hold |
6,362
| – | – | 0.1% | 183 |
|
|
2021
Q1 | $259K | Buy |
+6,362
| New | +$259K | 0.09% | 185 |
|