Mark Sheptoff Financial Planning’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18
| Closed | -$580 | – | 435 |
|
|
2024
Q2 | $580 | Hold |
18
| – | – | ﹤0.01% | 412 |
|
|
2024
Q1 | $625 | Hold |
18
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $645 | Hold |
18
| – | – | ﹤0.01% | 378 |
|
|
2023
Q3 | $727 | Sell |
18
-2
| -10% | -$81 | ﹤0.01% | 361 |
|
|
2023
Q2 | $880 | Hold |
20
| – | – | ﹤0.01% | 367 |
|
|
2023
Q1 | $884 | Hold |
20
| – | – | ﹤0.01% | 364 |
|
|
2022
Q4 | $725 | Hold |
20
| – | – | ﹤0.01% | 373 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 343 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 355 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 401 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 430 |
|
|
2017
Q4 | – | Sell |
-74
| Closed | -$3K | – | 368 |
|
|
2017
Q3 | $3K | Hold |
74
| – | – | ﹤0.01% | 333 |
|
|
2017
Q2 | $3K | Sell |
74
-1
| -1% | -$41 | ﹤0.01% | 323 |
|
|
2017
Q1 | $3K | Buy |
75
+1
| +1% | +$40 | ﹤0.01% | 323 |
|
|
2016
Q4 | $3K | Hold |
74
| – | – | ﹤0.01% | 313 |
|
|
2016
Q3 | $2K | Buy |
+74
| New | +$2K | ﹤0.01% | 323 |
|