TCI Wealth Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-872
| Closed | -$37.7K | – | 503 |
|
|
2023
Q1 | $37.7K | Buy |
872
+1
| +0.1% | +$41 | ﹤0.01% | 500 |
|
|
2022
Q4 | $30.9K | Buy |
871
+722
| +485% | +$24.6K | ﹤0.01% | 533 |
|
|
2022
Q3 | $4K | Buy |
149
+47
| +46% | +$1.52K | ﹤0.01% | 1572 |
|
|
2022
Q2 | $3K | Sell |
102
-478
| -82% | -$15.7K | ﹤0.01% | 1760 |
|
|
2022
Q1 | $19K | Buy |
580
+512
| +753% | +$19.1K | ﹤0.01% | 712 |
|
|
2021
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 1984 |
|
|
2021
Q3 | $3K | Sell |
68
-108
| -61% | -$4.29K | ﹤0.01% | 1909 |
|
|
2021
Q2 | $8K | Buy |
176
+37
| +27% | +$1.63K | ﹤0.01% | 1092 |
|
|
2021
Q1 | $6K | Buy |
139
+106
| +321% | +$4.13K | ﹤0.01% | 1124 |
|
|
2020
Q4 | $1K | Sell |
33
-29
| -47% | -$983 | ﹤0.01% | 1342 |
|
|
2020
Q3 | $2K | Buy |
62
+18
| +41% | +$619 | ﹤0.01% | 1079 |
|
|
2020
Q2 | $1K | Sell |
44
-70
| -61% | -$1.84K | ﹤0.01% | 1213 |
|
|
2020
Q1 | $2K | Sell |
114
-227
| -67% | -$6.56K | ﹤0.01% | 983 |
|
|
2019
Q4 | $13K | Hold |
341
| – | – | 0.01% | 647 |
|
|
2019
Q3 | $11K | Sell |
341
-11
| -3% | -$354 | ﹤0.01% | 618 |
|
|
2019
Q2 | $13K | Hold |
352
| – | – | 0.01% | 562 |
|
|
2019
Q1 | $12K | Hold |
352
| – | – | 0.01% | 591 |
|
|
2018
Q4 | $11K | Sell |
352
-2
| -0.6% | -$67 | 0.01% | 597 |
|
|
2018
Q3 | $13K | Sell |
354
-29
| -8% | -$1.14K | 0.01% | 584 |
|
|
2018
Q2 | $15K | Buy |
383
+42
| +12% | +$1.85K | 0.01% | 541 |
|
|
2018
Q1 | $15K | Hold |
341
| – | – | 0.01% | 538 |
|
|
2017
Q4 | $15K | Hold |
341
| – | – | 0.01% | 542 |
|
|
2017
Q3 | $15K | Hold |
341
| – | – | 0.01% | 514 |
|
|
2017
Q2 | $13K | Hold |
341
| – | – | 0.01% | 538 |
|
|
2017
Q1 | $13K | Hold |
341
| – | – | 0.01% | 524 |
|
|
2016
Q4 | $12K | Hold |
341
| – | – | 0.01% | 581 |
|
|
2016
Q3 | $11K | Hold |
341
| – | – | 0.01% | 546 |
|
|
2016
Q2 | $9K | Hold |
341
| – | – | 0.01% | 595 |
|
|
2016
Q1 | $12K | Hold |
341
| – | – | 0.01% | 527 |
|
|
2015
Q4 | $13K | Buy |
341
+239
| +234% | +$8.97K | 0.01% | 509 |
|
|
2015
Q3 | $4K | Hold |
102
| – | – | ﹤0.01% | 659 |
|
|
2015
Q2 | $5K | Hold |
102
| – | – | ﹤0.01% | 635 |
|
|
2015
Q1 | $5K | Hold |
102
| – | – | ﹤0.01% | 561 |
|
|
2014
Q4 | $5K | Hold |
102
| – | – | ﹤0.01% | 549 |
|
|
2014
Q3 | $5K | Hold |
102
| – | – | ﹤0.01% | 557 |
|
|
2014
Q2 | $6K | Hold |
102
| – | – | ﹤0.01% | 546 |
|
|
2014
Q1 | $6K | Hold |
102
| – | – | ﹤0.01% | 509 |
|
|
2013
Q4 | $5K | Hold |
102
| – | – | ﹤0.01% | 539 |
|
|
2013
Q3 | $5K | Hold |
102
| – | – | ﹤0.01% | 478 |
|
|
2013
Q2 | $4K | Buy |
+102
| New | +$3.59K | ﹤0.01% | 482 |
|
Other funds holding BWA
