Avior Wealth Management’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 |
-1,435
| Closed | -$45.6K | – | 964 |
|
|
2024
Q4 | $45.6K | Buy |
1,435
+342
| +31% | +$10.9K | ﹤0.01% | 1179 |
|
|
2024
Q3 | $39.7K | Sell |
1,093
-615
| -36% | -$22.3K | ﹤0.01% | 1202 |
|
|
2024
Q2 | $55.1K | Buy |
1,708
+1,450
| +562% | +$46.7K | ﹤0.01% | 1056 |
|
|
2024
Q1 | $8.96K | Buy |
258
+208
| +416% | +$7.23K | ﹤0.01% | 1905 |
|
|
2023
Q4 | $1.79K | Hold |
50
| – | – | ﹤0.01% | 1315 |
|
|
2023
Q3 | $2.02K | Sell |
50
-7
| -12% | -$283 | ﹤0.01% | 1384 |
|
|
2023
Q2 | $2.45K | Hold |
57
| – | – | ﹤0.01% | 1336 |
|
|
2023
Q1 | $2.46K | Sell |
57
-227
| -80% | -$9.78K | ﹤0.01% | 1373 |
|
|
2022
Q4 | $10.1K | Hold |
284
| – | – | ﹤0.01% | 848 |
|
|
2022
Q3 | $7K | Hold |
284
| – | – | ﹤0.01% | 890 |
|
|
2022
Q2 | $8K | Hold |
284
| – | – | ﹤0.01% | 796 |
|
|
2022
Q1 | $9K | Hold |
284
| – | – | ﹤0.01% | 838 |
|
|
2021
Q4 | $11K | Hold |
284
| – | – | ﹤0.01% | 787 |
|
|
2021
Q3 | $10K | Hold |
284
| – | – | ﹤0.01% | 760 |
|
|
2021
Q2 | $12K | Hold |
284
| – | – | ﹤0.01% | 720 |
|
|
2021
Q1 | $11K | Hold |
284
| – | – | ﹤0.01% | 739 |
|
|
2020
Q4 | $9K | Hold |
284
| – | – | ﹤0.01% | 717 |
|
|
2020
Q3 | $9K | Hold |
284
| – | – | ﹤0.01% | 699 |
|
|
2020
Q2 | $8K | Hold |
284
| – | – | ﹤0.01% | 689 |
|
|
2020
Q1 | $6K | Sell |
284
-12
| -4% | -$254 | ﹤0.01% | 619 |
|
|
2019
Q4 | $11K | Hold |
296
| – | – | ﹤0.01% | 593 |
|
|
2019
Q3 | $9K | Hold |
296
| – | – | ﹤0.01% | 592 |
|
|
2019
Q2 | $11K | Buy |
296
+12
| +4% | +$446 | ﹤0.01% | 584 |
|
|
2019
Q1 | $9K | Sell |
284
-6,454
| -96% | -$205K | ﹤0.01% | 531 |
|
|
2018
Q4 | $206K | Hold |
6,738
| – | – | 0.05% | 308 |
|
|
2018
Q3 | $254K | Buy |
6,738
+1,219
| +22% | +$46K | 0.05% | 294 |
|
|
2018
Q2 | $210K | Buy |
5,519
+284
| +5% | +$10.8K | 0.05% | 317 |
|
|
2018
Q1 | $231K | Sell |
5,235
-457
| -8% | -$20.2K | 0.05% | 283 |
|
|
2017
Q4 | $256K | Buy |
+5,692
| New | +$256K | 0.06% | 277 |
|