180 Wealth Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,493
| Closed | -$206K | – | 419 |
|
|
2024
Q4 | $206K | Sell |
6,493
-1,666
| -20% | -$53K | 0.03% | 390 |
|
|
2024
Q3 | $296K | Sell |
8,159
-2,730
| -25% | -$99.1K | 0.05% | 333 |
|
|
2024
Q2 | $361K | Sell |
10,889
-2,096
| -16% | -$69.5K | 0.06% | 280 |
|
|
2024
Q1 | $451K | Sell |
12,985
-1,669
| -11% | -$58K | 0.08% | 221 |
|
|
2023
Q4 | $527K | Sell |
14,654
-3,842
| -21% | -$138K | 0.11% | 194 |
|
|
2023
Q3 | $747K | Buy |
18,496
+13,626
| +280% | +$550K | 0.17% | 126 |
|
|
2023
Q2 | $214K | Buy |
+4,870
| New | +$214K | 0.05% | 319 |
|
|
2022
Q4 | – | Sell |
-13,274
| Closed | -$367K | – | 368 |
|
|
2022
Q3 | $367K | Sell |
13,274
-486
| -4% | -$13.4K | 0.1% | 195 |
|
|
2022
Q2 | $413K | Buy |
13,760
+554
| +4% | +$16.6K | 0.11% | 182 |
|
|
2022
Q1 | $447K | Sell |
13,206
-1,697
| -11% | -$57.4K | 0.1% | 196 |
|
|
2021
Q4 | $576K | Buy |
14,903
+5,040
| +51% | +$195K | 0.13% | 156 |
|
|
2021
Q3 | $408K | Buy |
9,863
+961
| +11% | +$39.8K | 0.09% | 219 |
|
|
2021
Q2 | $359K | Buy |
8,902
+2,277
| +34% | +$91.8K | 0.08% | 232 |
|
|
2021
Q1 | $295K | Buy |
+6,625
| New | +$295K | 0.07% | 253 |
|