Sigma Planning Corp’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 |
-20,121
| Closed | -$812K | – | 882 |
|
|
2023
Q3 | $812K | Sell |
20,121
-2,861
| -12% | -$116K | 0.03% | 530 |
|
|
2023
Q2 | $990K | Sell |
22,982
-2,954
| -11% | -$127K | 0.04% | 456 |
|
|
2023
Q1 | $1.12M | Buy |
25,936
+19,215
| +286% | +$831K | 0.04% | 458 |
|
|
2022
Q4 | $238K | Buy |
+6,721
| New | +$238K | 0.01% | 1068 |
|
|
2022
Q3 | – | Sell |
-12,499
| Closed | -$367K | – | 1260 |
|
|
2022
Q2 | $367K | Buy |
12,499
+6,246
| +100% | +$183K | 0.01% | 888 |
|
|
2022
Q1 | $214K | Buy |
6,253
+100
| +2% | +$3.42K | 0.01% | 1206 |
|
|
2021
Q4 | $244K | Buy |
+6,153
| New | +$244K | 0.01% | 1166 |
|