Sheets Smith 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
Q1 | – | Sell |
-17,429
| Closed | -$125K | – | 381 |
|
|
2023
Q4 | $125K | Buy |
+17,429
| New | +$125K | 0.02% | 337 |
|
|
2014
Q3 | – | Sell |
-17,309
| Closed | -$993K | – | 251 |
|
|
2014
Q2 | $993K | Buy |
17,309
+3,166
| +22% | +$182K | 0.27% | 112 |
|
|
2014
Q1 | $765K | Buy |
14,143
+594
| +4% | +$32.1K | 0.21% | 129 |
|
|
2013
Q4 | $667K | Buy |
+13,549
| New | +$667K | 0.18% | 146 |
|