MWPCG
Measured Wealth Private Client Group’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,250
| Closed | -$212K | – | 180 |
|
|
2023
Q3 | $212K | Sell |
5,250
-9,573
| -65% | -$386K | 0.09% | 159 |
|
|
2023
Q2 | $725K | Buy |
14,823
+1,504
| +11% | +$73.6K | 0.28% | 48 |
|
|
2023
Q1 | $654K | Buy |
13,319
+4,808
| +56% | +$236K | 0.25% | 54 |
|
|
2022
Q4 | $343K | Buy |
+8,511
| New | +$343K | 0.14% | 102 |
|
|
2021
Q4 | – | Sell |
-6,668
| Closed | -$288K | – | 160 |
|
|
2021
Q3 | $288K | Sell |
6,668
-2,439
| -27% | -$105K | 0.11% | 124 |
|
|
2021
Q2 | $442K | Buy |
9,107
+1,302
| +17% | +$63.2K | 0.14% | 91 |
|
|
2021
Q1 | $362K | Buy |
+7,805
| New | +$362K | 0.13% | 100 |
|