Perigon Wealth Management’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,281
| Closed | -$527K | – | 609 |
|
|
2021
Q4 | $527K | Buy |
+13,281
| New | +$527K | 0.04% | 332 |
|
|
2021
Q1 | – | Sell |
-1,643
| Closed | -$56K | – | 561 |
|
|
2020
Q4 | $56K | Buy |
+1,643
| New | +$56K | 0.01% | 704 |
|
|
2018
Q3 | – | Sell |
-7,734
| Closed | -$294K | – | 242 |
|
|
2018
Q2 | $294K | Buy |
7,734
+7,527
| +3,636% | +$286K | 0.09% | 186 |
|
|
2018
Q1 | $9K | Buy |
207
+55
| +36% | +$2.39K | ﹤0.01% | 517 |
|
|
2017
Q4 | $7K | Sell |
152
-5,245
| -97% | -$242K | ﹤0.01% | 514 |
|
|
2017
Q3 | $243K | Buy |
5,397
+1,745
| +48% | +$78.6K | 0.08% | 186 |
|
|
2017
Q2 | $136K | Sell |
3,652
-6,183
| -63% | -$230K | 0.03% | 273 |
|
|
2017
Q1 | $362K | Buy |
9,835
+681
| +7% | +$25.1K | 0.08% | 203 |
|
|
2016
Q4 | $346K | Buy |
+9,154
| New | +$346K | 0.08% | 204 |
|