Plante Moran Financial Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-140
| Closed | -$4K | – | 876 |
|
|
2022
Q3 | $4K | Buy |
+140
| New | +$4K | ﹤0.01% | 718 |
|
|
2021
Q4 | – | Sell |
-400
| Closed | -$15K | – | 1009 |
|
|
2021
Q3 | $15K | Buy |
+400
| New | +$15K | ﹤0.01% | 615 |
|
|
2021
Q1 | – | Sell |
-594
| Closed | -$20K | – | 1010 |
|
|
2020
Q4 | $20K | Sell |
594
-440
| -43% | -$14.8K | 0.01% | 530 |
|
|
2020
Q3 | $35K | Buy |
1,034
+455
| +79% | +$15.4K | 0.01% | 379 |
|
|
2020
Q2 | $18K | Buy |
+579
| New | +$18K | 0.01% | 442 |
|
|
2019
Q1 | – | Sell |
-42
| Closed | -$1K | – | 785 |
|
|
2018
Q4 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 777 |
|
|
2017
Q1 | – | Sell |
-14
| Closed | – | – | 890 |
|
|
2016
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 971 |
|
|
2016
Q1 | – | Sell |
-159
| Closed | -$6K | – | 872 |
|
|
2015
Q4 | $6K | Sell |
159
-206
| -56% | -$7.77K | ﹤0.01% | 668 |
|
|
2015
Q3 | $13K | Hold |
365
| – | – | 0.01% | 442 |
|
|
2015
Q2 | $18K | Hold |
365
| – | – | 0.01% | 430 |
|
|
2015
Q1 | $19K | Hold |
365
| – | – | 0.01% | 411 |
|
|
2014
Q4 | $18K | Hold |
365
| – | – | 0.01% | 414 |
|
|
2014
Q3 | $17K | Sell |
365
-35
| -9% | -$1.63K | 0.01% | 427 |
|
|
2014
Q2 | $23K | Buy |
+400
| New | +$23K | 0.02% | 359 |
|