Union Point Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-285,042
| Closed | -$13.8M | – | 20 |
|
|
2014
Q4 | $13.8M | Buy |
285,042
+95,502
| +50% | +$4.62M | 5.79% | 6 |
|
|
2014
Q3 | $8.78M | Buy |
189,540
+1,034
| +0.5% | +$47.9K | 3.47% | 11 |
|
|
2014
Q2 | $10.8M | Buy |
188,506
+70,497
| +60% | +$4.05M | 4.44% | 9 |
|
|
2014
Q1 | $6.39M | Buy |
+118,009
| New | +$6.39M | 2.92% | 15 |
|