Lloyd Advisory Services’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,855
| Closed | -$829K | – | 105 |
|
|
2024
Q1 | $829K | Buy |
+23,855
| New | +$829K | 0.18% | 98 |
|
|
2022
Q2 | – | Sell |
-668
| Closed | -$23K | – | 131 |
|
|
2022
Q1 | $23K | Buy |
+668
| New | +$23K | 0.01% | 324 |
|
|
2021
Q3 | – | Sell |
-916
| Closed | -$39K | – | 391 |
|
|
2021
Q2 | $39K | Hold |
916
| – | – | 0.02% | 178 |
|
|
2021
Q1 | $37K | Buy |
916
+204
| +29% | +$8.24K | 0.02% | 166 |
|
|
2020
Q4 | $24K | Hold |
712
| – | – | 0.01% | 168 |
|
|
2020
Q3 | $24K | Buy |
712
+244
| +52% | +$8.23K | 0.01% | 150 |
|
|
2020
Q2 | $15K | Buy |
+468
| New | +$15K | 0.01% | 168 |
|