PWAG
Polaris Wealth Advisory Group’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-213,072
| Closed | -$9.6M | – | 164 |
|
|
2021
Q4 | $9.6M | Sell |
213,072
-282,819
| -57% | -$12.7M | 0.55% | 57 |
|
|
2021
Q3 | $22.7M | Buy |
+495,891
| New | +$22.7M | 1.36% | 35 |
|
|
2019
Q3 | – | Sell |
-90,247
| Closed | -$3.79M | – | 153 |
|
|
2019
Q2 | $3.79M | Buy |
+90,247
| New | +$3.79M | 0.29% | 61 |
|
|
2014
Q3 | – | Sell |
-7,117
| Closed | -$464K | – | 71 |
|
|
2014
Q2 | $464K | Buy |
7,117
+406
| +6% | +$26.5K | 0.1% | 56 |
|
|
2014
Q1 | $413K | Buy |
6,711
+815
| +14% | +$50.2K | 0.1% | 60 |
|
|
2013
Q4 | $330K | Buy |
5,896
+4,776
| +426% | +$267K | 0.08% | 67 |
|
|
2013
Q3 | $114K | Buy |
+1,120
| New | +$114K | 0.04% | 73 |
|