WR Wealth Planners’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 |
-34
| Closed | -$1.18K | – | 1152 |
|
|
2024
Q1 | $1.18K | Buy |
+34
| New | +$1.18K | ﹤0.01% | 950 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$20.2K | – | 265 |
|
|
2023
Q3 | $20.2K | Sell |
500
-68
| -12% | -$2.75K | 0.01% | 421 |
|
|
2023
Q2 | $24.5K | Hold |
568
| – | – | 0.01% | 403 |
|
|
2023
Q1 | $24.6K | Buy |
+568
| New | +$24.6K | 0.01% | 401 |
|