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TCI Wealth Advisors’s BorgWarner BWA Stock Holding History

TCI Wealth Advisors’s Portfolio BWA Stock Details BWA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-768
Closed -$37.7K – 503
2023
Q1 		$37.7K Buy
768
+1
+0.1% +$49 ﹤0.01% 500
2022
Q4 		$30.9K Buy
767
+636
+485% +$25.6K ﹤0.01% 533
2022
Q3 		$4K Buy
131
+41
+46% +$1.25K ﹤0.01% 1572
2022
Q2 		$3K Sell
90
-421
-82% -$14K ﹤0.01% 1759
2022
Q1 		$19K Buy
511
+451
+752% +$16.8K ﹤0.01% 712
2021
Q4 		$3K Hold
60
– – ﹤0.01% 1984
2021
Q3 		$3K Sell
60
-95
-61% -$4.75K ﹤0.01% 1894
2021
Q2 		$8K Buy
155
+33
+27% +$1.7K ﹤0.01% 1074
2021
Q1 		$6K Buy
122
+93
+321% +$4.57K ﹤0.01% 1106
2020
Q4 		$1K Sell
29
-26
-47% -$897 ﹤0.01% 1318
2020
Q3 		$2K Buy
55
+16
+41% +$582 ﹤0.01% 1062
2020
Q2 		$1K Sell
39
-61
-61% -$1.56K ﹤0.01% 1201
2020
Q1 		$2K Sell
100
-200
-67% -$4K ﹤0.01% 973
2019
Q4 		$13K Hold
300
– – 0.01% 643
2019
Q3 		$11K Sell
300
-10
-3% -$367 ﹤0.01% 614
2019
Q2 		$13K Hold
310
– – 0.01% 558
2019
Q1 		$12K Hold
310
– – 0.01% 585
2018
Q4 		$11K Sell
310
-2
-0.6% -$71 0.01% 589
2018
Q3 		$13K Sell
312
-25
-7% -$1.04K 0.01% 574
2018
Q2 		$15K Buy
337
+37
+12% +$1.65K 0.01% 541
2018
Q1 		$15K Hold
300
– – 0.01% 535
2017
Q4 		$15K Hold
300
– – 0.01% 542
2017
Q3 		$15K Hold
300
– – 0.01% 513
2017
Q2 		$13K Hold
300
– – 0.01% 538
2017
Q1 		$13K Hold
300
– – 0.01% 524
2016
Q4 		$12K Hold
300
– – 0.01% 581
2016
Q3 		$11K Hold
300
– – 0.01% 546
2016
Q2 		$9K Hold
300
– – 0.01% 595
2016
Q1 		$12K Hold
300
– – 0.01% 527
2015
Q4 		$13K Buy
300
+210
+233% +$9.1K 0.01% 509
2015
Q3 		$4K Hold
90
– – ﹤0.01% 659
2015
Q2 		$5K Hold
90
– – ﹤0.01% 635
2015
Q1 		$5K Hold
90
– – ﹤0.01% 561
2014
Q4 		$5K Hold
90
– – ﹤0.01% 549
2014
Q3 		$5K Hold
90
– – ﹤0.01% 557
2014
Q2 		$6K Hold
90
– – ﹤0.01% 546
2014
Q1 		$6K Hold
90
– – ﹤0.01% 509
2013
Q4 		$5K Buy
90
+45
+100% +$2.5K ﹤0.01% 537
2013
Q3 		$5K Hold
45
– – ﹤0.01% 476
2013
Q2 		$4K Buy
+45
New +$4K ﹤0.01% 480