SFMG Wealth Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,260
| Closed | -$212K | – | 274 |
|
|
2023
Q3 | $212K | Sell |
5,260
-498
| -9% | -$20.1K | 0.02% | 215 |
|
|
2023
Q2 | $248K | Buy |
5,758
+347
| +6% | +$14.9K | 0.03% | 198 |
|
|
2023
Q1 | $234K | Buy |
+5,411
| New | +$234K | 0.03% | 210 |
|
|
2022
Q2 | – | Sell |
-6,535
| Closed | -$224K | – | 283 |
|
|
2022
Q1 | $224K | Sell |
6,535
-620
| -9% | -$21.3K | 0.02% | 250 |
|
|
2021
Q4 | $284K | Hold |
7,155
| – | – | 0.03% | 208 |
|
|
2021
Q3 | $272K | Hold |
7,155
| – | – | 0.03% | 204 |
|
|
2021
Q2 | $306K | Buy |
7,155
+414
| +6% | +$17.7K | 0.03% | 192 |
|
|
2021
Q1 | $275K | Buy |
+6,741
| New | +$275K | 0.03% | 192 |
|