Patriot Wealth Management’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-148,438
| Closed | -$5.43M | – | 70 |
|
|
2015
Q3 | $5.43M | Buy |
148,438
+68,075
| +85% | +$2.49M | 1.26% | 30 |
|
|
2015
Q2 | $4.02M | Buy |
80,363
+750
| +0.9% | +$37.5K | 0.9% | 47 |
|
|
2015
Q1 | $4.24M | Buy |
79,613
+2,506
| +3% | +$133K | 0.94% | 43 |
|
|
2014
Q4 | $3.73M | Buy |
+77,107
| New | +$3.73M | 0.87% | 47 |
|
|
2014
Q3 | – | Sell |
-59,334
| Closed | -$3.41M | – | 61 |
|
|
2014
Q2 | $3.41M | Buy |
59,334
+190
| +0.3% | +$10.9K | 0.86% | 48 |
|
|
2014
Q1 | $3.2M | Sell |
59,144
-57,113
| -49% | -$3.09M | 0.85% | 46 |
|
|
2013
Q4 | $5.72M | Buy |
116,257
+52,893
| +83% | +$2.6M | 1.58% | 24 |
|
|
2013
Q3 | $2.83M | Sell |
63,364
-2,113
| -3% | -$94.3K | 0.84% | 47 |
|
|
2013
Q2 | $2.48M | Buy |
+65,477
| New | +$2.48M | 0.78% | 50 |
|