Ballentine Partners’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-7,952
| Closed | -$228K | – | 1002 |
|
2025
Q1 | $228K | Buy |
+7,952
| New | +$228K | ﹤0.01% | 742 |
|
2023
Q3 | – | Sell |
-5,143
| Closed | -$221K | – | 608 |
|
2023
Q2 | $221K | Buy |
5,143
+28
| +0.5% | +$1.21K | 0.01% | 525 |
|
2023
Q1 | $221K | Buy |
+5,115
| New | +$221K | 0.01% | 498 |
|