Bartlett & Co 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
Q2 | $2.54K | Buy |
+76
| New | +$2.54K | ﹤0.01% | 1073 |
|
|
2024
Q2 | – | Sell |
-8
| Closed | -$278 | – | 1144 |
|
|
2024
Q1 | $278 | Buy |
+8
| New | +$278 | ﹤0.01% | 1098 |
|
|
2023
Q3 | – | Sell |
-454
| Closed | -$19.6K | – | 1181 |
|
|
2023
Q2 | $19.6K | Hold |
454
| – | – | ﹤0.01% | 827 |
|
|
2023
Q1 | $19.6K | Buy |
454
+227
| +100% | +$9.82K | ﹤0.01% | 718 |
|
|
2022
Q4 | $8.05K | Buy |
+227
| New | +$8.05K | ﹤0.01% | 855 |
|
|
2021
Q3 | – | Sell |
-27
| Closed | -$1.17K | – | 957 |
|
|
2021
Q2 | $1.17K | Sell |
27
-227
| -89% | -$9.8K | ﹤0.01% | 930 |
|
|
2021
Q1 | $10.4K | Buy |
254
+227
| +841% | +$9.28K | ﹤0.01% | 724 |
|
|
2020
Q4 | $927 | Buy |
+27
| New | +$927 | ﹤0.01% | 1058 |
|
|
2019
Q1 | – | Sell |
-227
| Closed | -$6.95K | – | 739 |
|
|
2018
Q4 | $6.95K | Buy |
+227
| New | +$6.95K | ﹤0.01% | 606 |
|