United Asset Strategies’s BorgWarner BWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-31,013
Closed -$1.34M 231
2023
Q2
$1.34M Sell
31,013
-389
-1% -$16.7K 0.17% 125
2023
Q1
$1.36M Sell
31,402
-1,888
-6% -$81.6K 0.18% 116
2022
Q4
$1.18M Sell
33,290
-3,481
-9% -$123K 0.16% 118
2022
Q3
$1.02M Buy
36,771
+911
+3% +$25.2K 0.16% 123
2022
Q2
$1.05M Buy
+35,860
New +$1.05M 0.15% 120