Verdence Capital Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-9,459
| Closed | -$329K | – | 597 |
|
2024
Q1 | $329K | Buy |
9,459
+343
| +4% | +$11.9K | 0.03% | 457 |
|
2023
Q4 | $327K | Buy |
+9,116
| New | +$327K | 0.03% | 435 |
|
2019
Q1 | – | Sell |
-38,420
| Closed | -$1.18M | – | 272 |
|
2018
Q4 | $1.18M | Sell |
38,420
-1,282
| -3% | -$39.2K | 0.33% | 75 |
|
2018
Q3 | $1.5M | Buy |
+39,702
| New | +$1.5M | 0.37% | 64 |
|