Moneta Group Investment Advisors’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 |
-10,981
| Closed | -$381K | – | 611 |
|
|
2024
Q1 | $381K | Buy |
10,981
+97
| +0.9% | +$3.37K | 0.01% | 429 |
|
|
2023
Q4 | $390K | Sell |
10,884
-397
| -4% | -$14.2K | 0.01% | 380 |
|
|
2023
Q3 | $455K | Sell |
11,281
-3,059
| -21% | -$123K | 0.01% | 334 |
|
|
2023
Q2 | $543K | Buy |
+14,340
| New | +$543K | 0.01% | 307 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 609 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 462 |
|