Veritable’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 |
-9,224
| Closed | -$397K | – | 109 |
|
|
2023
Q2 | $397K | Buy |
9,224
+896
| +11% | +$38.6K | 0.01% | 608 |
|
|
2023
Q1 | $360K | Buy |
8,328
+227
| +3% | +$9.81K | 0.01% | 631 |
|
|
2022
Q4 | $287K | Buy |
+8,101
| New | +$287K | ﹤0.01% | 675 |
|
|
2018
Q2 | – | Sell |
-4,911
| Closed | -$217K | – | 795 |
|
|
2018
Q1 | $217K | Sell |
4,911
-220
| -4% | -$9.72K | ﹤0.01% | 722 |
|
|
2017
Q4 | $231K | Sell |
5,131
-98
| -2% | -$4.41K | ﹤0.01% | 711 |
|
|
2017
Q3 | $236K | Buy |
+5,229
| New | +$236K | 0.01% | 678 |
|
|
2016
Q2 | – | Sell |
-7,110
| Closed | -$240K | – | 716 |
|
|
2016
Q1 | $240K | Sell |
7,110
-491
| -6% | -$16.6K | 0.01% | 616 |
|
|
2015
Q4 | $289K | Buy |
+7,601
| New | +$289K | 0.01% | 599 |
|
|
2015
Q2 | – | Sell |
-11,207
| Closed | -$597K | – | 759 |
|
|
2015
Q1 | $597K | Buy |
11,207
+280
| +3% | +$14.9K | 0.01% | 547 |
|
|
2014
Q4 | $529K | Buy |
10,927
+1,362
| +14% | +$65.9K | 0.01% | 585 |
|
|
2014
Q3 | $443K | Sell |
9,565
-793
| -8% | -$36.7K | 0.01% | 636 |
|
|
2014
Q2 | $594K | Sell |
10,358
-248
| -2% | -$14.2K | 0.01% | 544 |
|
|
2014
Q1 | $574K | Buy |
10,606
+125
| +1% | +$6.77K | 0.01% | 541 |
|
|
2013
Q4 | $516K | Buy |
10,481
+2,588
| +33% | +$127K | 0.01% | 572 |
|
|
2013
Q3 | $352K | Buy |
7,893
+336
| +4% | +$15K | 0.01% | 668 |
|
|
2013
Q2 | $287K | Buy |
+7,557
| New | +$287K | 0.01% | 736 |
|