One Wealth Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,560
| Closed | -$224K | – | 213 |
|
|
2023
Q3 | $224K | Buy |
5,560
+392
| +8% | +$15.8K | 0.05% | 169 |
|
|
2023
Q2 | $222K | Buy |
+5,168
| New | +$222K | 0.05% | 188 |
|
|
2018
Q3 | – | Sell |
-85
| Closed | -$3K | – | 571 |
|
|
2018
Q2 | $3K | Sell |
85
-37
| -30% | -$1.31K | ﹤0.01% | 460 |
|
|
2018
Q1 | $5K | Hold |
122
| – | – | ﹤0.01% | 357 |
|
|
2017
Q4 | $5K | Buy |
+122
| New | +$5K | ﹤0.01% | 399 |
|