Arkadios 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
Q2 | $426K | Sell |
12,729
-14,411
| -53% | -$482K | 0.01% | 892 |
|
|
2025
Q1 | $778K | Buy |
27,140
+14,319
| +112% | +$410K | 0.03% | 544 |
|
|
2024
Q4 | $408K | Buy |
12,821
+1,182
| +10% | +$37.6K | 0.02% | 629 |
|
|
2024
Q3 | $422K | Buy |
11,639
+596
| +5% | +$21.6K | 0.02% | 598 |
|
|
2024
Q2 | $356K | Sell |
11,043
-1,626
| -13% | -$52.4K | 0.02% | 582 |
|
|
2024
Q1 | $440K | Buy |
12,669
+2,721
| +27% | +$94.5K | 0.03% | 407 |
|
|
2023
Q4 | $357K | Buy |
9,948
+4,586
| +86% | +$164K | 0.03% | 462 |
|
|
2023
Q3 | $216K | Buy |
5,362
+362
| +7% | +$14.6K | 0.02% | 598 |
|
|
2023
Q2 | $215K | Buy |
+5,000
| New | +$215K | 0.03% | 557 |
|
|
2021
Q4 | – | Sell |
-544
| Closed | -$20K | – | 736 |
|
|
2021
Q3 | $20K | Buy |
544
+1
| +0.2% | +$37 | ﹤0.01% | 1207 |
|
|
2021
Q2 | $23K | Buy |
543
+226
| +71% | +$9.57K | ﹤0.01% | 1215 |
|
|
2021
Q1 | $12K | Buy |
317
+13
| +4% | +$492 | ﹤0.01% | 1121 |
|
|
2020
Q4 | $10K | Sell |
304
-12
| -4% | -$395 | ﹤0.01% | 947 |
|
|
2020
Q3 | $10.8K | Buy |
316
+310
| +5,167% | +$10.6K | 0.01% | 732 |
|
|
2020
Q2 | $181 | Sell |
6
-12
| -67% | -$362 | ﹤0.01% | 932 |
|
|
2020
Q1 | $390 | Buy |
18
+6
| +50% | +$130 | ﹤0.01% | 1025 |
|
|
2019
Q4 | $386 | Buy |
+12
| New | +$386 | ﹤0.01% | 941 |
|