Wealthspire Advisors (New York)’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,151
| Closed | -$364K | – | 645 |
|
|
2023
Q4 | $364K | Sell |
10,151
-547
| -5% | -$19.6K | 0.01% | 477 |
|
|
2023
Q3 | $432K | Sell |
10,698
-76
| -0.7% | -$3.07K | 0.01% | 416 |
|
|
2023
Q2 | $464K | Buy |
10,774
+32
| +0.3% | +$1.38K | 0.01% | 375 |
|
|
2023
Q1 | $464K | Sell |
10,742
-1,083
| -9% | -$46.8K | 0.01% | 367 |
|
|
2022
Q4 | $419K | Buy |
11,825
+1,014
| +9% | +$35.9K | 0.01% | 400 |
|
|
2022
Q3 | $299K | Buy |
10,811
+176
| +2% | +$4.87K | 0.01% | 417 |
|
|
2022
Q2 | $312K | Buy |
+10,635
| New | +$312K | 0.01% | 392 |
|
|
2019
Q1 | – | Sell |
-157
| Closed | -$5K | – | 158 |
|
|
2018
Q4 | $5K | Buy |
+157
| New | +$5K | ﹤0.01% | 637 |
|