Summit Securities Group’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,806
| Closed | -$123K | – | 484 |
|
|
2024
Q2 | $123K | Buy |
+3,806
| New | +$123K | 0.02% | 115 |
|
|
2023
Q3 | – | Sell |
-349
| Closed | -$15K | – | 443 |
|
|
2023
Q2 | $15K | Sell |
349
-175
| -33% | -$7.52K | ﹤0.01% | 570 |
|
|
2023
Q1 | $23K | Buy |
524
+256
| +96% | +$11.2K | ﹤0.01% | 462 |
|
|
2022
Q4 | $9K | Buy |
+268
| New | +$9K | ﹤0.01% | 811 |
|
|
2022
Q3 | – | Sell |
-571
| Closed | -$17K | – | 726 |
|
|
2022
Q2 | $17K | Buy |
571
+460
| +414% | +$13.7K | ﹤0.01% | 593 |
|
|
2022
Q1 | $4K | Buy |
+111
| New | +$4K | ﹤0.01% | 747 |
|
|
2014
Q4 | – | Sell |
-2,417
| Closed | -$112K | – | 481 |
|
|
2014
Q3 | $112K | Buy |
+2,417
| New | +$112K | 0.03% | 274 |
|