Strategic Investment Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,125
| Closed | -$866K | – | 233 |
|
|
2023
Q2 | $866K | Buy |
20,125
+2,016
| +11% | +$86.8K | 0.12% | 93 |
|
|
2023
Q1 | $783K | Buy |
+18,109
| New | +$783K | 0.14% | 111 |
|
|
2021
Q3 | – | Sell |
-16,673
| Closed | -$712K | – | 183 |
|
|
2021
Q2 | $712K | Buy |
16,673
+6,711
| +67% | +$287K | 0.16% | 127 |
|
|
2021
Q1 | $407K | Buy |
9,962
+2,153
| +28% | +$88K | 0.11% | 157 |
|
|
2020
Q4 | $266K | Buy |
7,809
+1,261
| +19% | +$43K | 0.08% | 179 |
|
|
2020
Q3 | $223K | Buy |
+6,548
| New | +$223K | 0.08% | 167 |
|