Ritholtz Wealth Management’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,766
| Closed | -$409K | – | 824 |
|
|
2024
Q1 | $409K | Sell |
11,766
-18,310
| -61% | -$636K | 0.01% | 561 |
|
|
2023
Q4 | $1.08M | Sell |
30,076
-19,040
| -39% | -$683K | 0.04% | 296 |
|
|
2023
Q3 | $1.98M | Buy |
49,116
+1,330
| +3% | +$53.7K | 0.09% | 148 |
|
|
2023
Q2 | $2.06M | Sell |
47,786
-5,701
| -11% | -$245K | 0.09% | 134 |
|
|
2023
Q1 | $2.31M | Buy |
+53,487
| New | +$2.31M | 0.12% | 106 |
|
|
2022
Q1 | – | Sell |
-6,118
| Closed | -$243K | – | 552 |
|
|
2021
Q4 | $243K | Buy |
6,118
+637
| +12% | +$25.3K | 0.02% | 452 |
|
|
2021
Q3 | $208K | Sell |
5,481
-2,179
| -28% | -$82.7K | 0.01% | 459 |
|
|
2021
Q2 | $327K | Buy |
7,660
+998
| +15% | +$42.6K | 0.02% | 349 |
|
|
2021
Q1 | $272K | Buy |
+6,662
| New | +$272K | 0.02% | 333 |
|