SWS
SYSTM Wealth Solutions’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,335
| Closed | -$140K | – | 173 |
|
|
2024
Q2 | $140K | Hold |
4,335
| – | – | 0.03% | 220 |
|
|
2024
Q1 | $151K | Sell |
4,335
-1,543
| -26% | -$53.6K | 0.02% | 428 |
|
|
2023
Q4 | $211K | Sell |
5,878
-1,158
| -16% | -$41.5K | 0.03% | 374 |
|
|
2023
Q3 | $284K | Buy |
7,036
+681
| +11% | +$27.5K | 0.04% | 373 |
|
|
2023
Q2 | $311K | Buy |
6,355
+787
| +14% | +$38.5K | 0.04% | 384 |
|
|
2023
Q1 | $273K | Hold |
5,568
| – | – | 0.04% | 393 |
|
|
2022
Q4 | $224K | Buy |
+5,568
| New | +$224K | 0.03% | 481 |
|