SWA
Sutton Wealth Advisors’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.2K | Buy |
104
+53
| +104% | +$2.14K | ﹤0.01% | 614 |
|
|
2023
Q2 | $2.49K | Hold |
51
| – | – | ﹤0.01% | 672 |
|
|
2023
Q1 | $2.51K | Hold |
51
| – | – | ﹤0.01% | 613 |
|
|
2022
Q4 | $2.05K | Sell |
51
-45
| -47% | -$1.81K | ﹤0.01% | 1206 |
|
|
2022
Q3 | $3.01K | Buy |
96
+54
| +129% | +$1.7K | ﹤0.01% | 1137 |
|
|
2022
Q2 | $1.4K | Buy |
42
+14
| +50% | +$467 | ﹤0.01% | 1225 |
|
|
2022
Q1 | $1.09K | Buy |
28
+2
| +8% | +$78 | ﹤0.01% | 1325 |
|
|
2021
Q4 | $1.17K | Hold |
26
| – | – | ﹤0.01% | 1293 |
|
|
2021
Q3 | $1.12K | Sell |
26
-29
| -53% | -$1.25K | ﹤0.01% | 1234 |
|
|
2021
Q2 | $2.67K | Buy |
55
+31
| +129% | +$1.51K | ﹤0.01% | 1130 |
|
|
2021
Q1 | $1.11K | Hold |
24
| – | – | ﹤0.01% | 1195 |
|
|
2020
Q4 | $927 | Buy |
+24
| New | +$927 | ﹤0.01% | 1186 |
|
|
2020
Q2 | – | Sell |
-22
| Closed | -$536 | – | 1217 |
|
|
2020
Q1 | $536 | Sell |
22
-33
| -60% | -$804 | ﹤0.01% | 1138 |
|
|
2019
Q4 | $2.39K | Hold |
55
| – | – | ﹤0.01% | 1040 |
|
|
2019
Q3 | $2.02K | Sell |
55
-10
| -15% | -$367 | ﹤0.01% | 1055 |
|
|
2019
Q2 | $2.73K | Hold |
65
| – | – | ﹤0.01% | 1019 |
|
|
2019
Q1 | $2.5K | Buy |
65
+35
| +117% | +$1.35K | ﹤0.01% | 1019 |
|
|
2018
Q4 | $1.04K | Sell |
30
-12
| -29% | -$417 | ﹤0.01% | 1032 |
|
|
2018
Q3 | $1.8K | Buy |
42
+12
| +40% | +$513 | ﹤0.01% | 1006 |
|
|
2018
Q2 | $1.3K | Hold |
30
| – | – | ﹤0.01% | 1040 |
|
|
2018
Q1 | $1.51K | Hold |
30
| – | – | ﹤0.01% | 1024 |
|
|
2017
Q4 | $1.53K | Hold |
30
| – | – | ﹤0.01% | 983 |
|
|
2017
Q3 | $1.54K | Hold |
30
| – | – | ﹤0.01% | 974 |
|
|
2017
Q2 | $1.27K | Buy |
30
+13
| +76% | +$551 | ﹤0.01% | 980 |
|
|
2017
Q1 | $710 | Hold |
17
| – | – | ﹤0.01% | 996 |
|
|
2016
Q4 | $670 | Hold |
17
| – | – | ﹤0.01% | 993 |
|
|
2016
Q3 | $598 | Hold |
17
| – | – | ﹤0.01% | 994 |
|
|
2016
Q2 | $502 | Hold |
17
| – | – | ﹤0.01% | 971 |
|
|
2016
Q1 | $653 | Buy |
+17
| New | +$653 | ﹤0.01% | 948 |
|