Clearstead 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 | $44.4K | Buy |
1,327
+1,303
| +5,429% | +$43.6K | ﹤0.01% | 1318 |
|
2025
Q1 | $691 | Sell |
24
-489
| -95% | -$14.1K | ﹤0.01% | 2030 |
|
2024
Q4 | $16.3K | Buy |
513
+9
| +2% | +$286 | ﹤0.01% | 1447 |
|
2024
Q3 | $18.3K | Buy |
504
+10
| +2% | +$363 | ﹤0.01% | 1443 |
|
2024
Q2 | $15.9K | Buy |
+494
| New | +$15.9K | ﹤0.01% | 1440 |
|
2024
Q1 | – | Sell |
-22
| Closed | -$789 | – | 1553 |
|
2023
Q4 | $789 | Buy |
+22
| New | +$789 | ﹤0.01% | 1424 |
|
2023
Q2 | – | Sell |
-26
| Closed | -$1.13K | – | 1385 |
|
2023
Q1 | $1.13K | Buy |
+26
| New | +$1.13K | ﹤0.01% | 1220 |
|
2022
Q4 | – | Sell |
-16
| Closed | – | – | 1322 |
|
2022
Q3 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1257 |
|
2022
Q2 | – | Sell |
-142
| Closed | -$5K | – | 1292 |
|
2022
Q1 | $5K | Buy |
+142
| New | +$5K | ﹤0.01% | 1067 |
|
2021
Q3 | – | Sell |
-35
| Closed | -$2K | – | 1294 |
|
2021
Q2 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 1025 |
|