Yorktown Management & Research Company’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-19,750
| Closed | -$797K | – | 204 |
|
|
2023
Q3 | $797K | Sell |
19,750
-2,686
| -12% | -$108K | 0.9% | 10 |
|
|
2023
Q2 | $966K | Sell |
22,436
-5,453
| -20% | -$235K | 1.04% | 6 |
|
|
2023
Q1 | $1.21M | Buy |
+27,889
| New | +$1.21M | 1.3% | 9 |
|
|
2018
Q4 | – | Sell |
-6,930
| Closed | -$261K | – | 316 |
|
|
2018
Q3 | $261K | Hold |
6,930
| – | – | 0.08% | 323 |
|
|
2018
Q2 | $263K | Buy |
+6,930
| New | +$263K | 0.08% | 304 |
|