OWA
Outlook Wealth Advisors’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,879
| Closed | -$498K | – | 262 |
|
|
2023
Q4 | $498K | Sell |
13,879
-3,065
| -18% | -$110K | 0.17% | 121 |
|
|
2023
Q3 | $684K | Buy |
16,944
+459
| +3% | +$18.5K | 0.26% | 95 |
|
|
2023
Q2 | $806K | Buy |
16,485
+4,339
| +36% | +$212K | 0.3% | 80 |
|
|
2023
Q1 | $596K | Buy |
+12,146
| New | +$596K | 0.27% | 101 |
|
|
2021
Q3 | – | Sell |
-12,775
| Closed | -$620K | – | 213 |
|
|
2021
Q2 | $620K | Sell |
12,775
-745
| -6% | -$36.2K | 0.2% | 132 |
|
|
2021
Q1 | $627K | Buy |
13,520
+3,797
| +39% | +$176K | 0.22% | 117 |
|
|
2020
Q4 | $376K | Buy |
9,723
+694
| +8% | +$26.8K | 0.14% | 146 |
|
|
2020
Q3 | $350K | Buy |
9,029
+1,022
| +13% | +$39.6K | 0.14% | 140 |
|
|
2020
Q2 | $283K | Buy |
+8,007
| New | +$283K | 0.12% | 146 |
|