Wellington Shields & Co’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 |
-7,100
| Closed | -$247K | – | 309 |
|
2024
Q1 | $247K | Sell |
7,100
-300
| -4% | -$10.4K | 0.08% | 189 |
|
2023
Q4 | $265K | Sell |
7,400
-1,600
| -18% | -$57.4K | 0.1% | 177 |
|
2023
Q3 | $363K | Buy |
+9,000
| New | +$363K | 0.09% | 140 |
|
2018
Q2 | – | Sell |
-5,680
| Closed | -$251K | – | 145 |
|
2018
Q1 | $251K | Sell |
5,680
-3,408
| -38% | -$151K | 0.14% | 125 |
|
2017
Q4 | $409K | Buy |
+9,088
| New | +$409K | 0.22% | 97 |
|