Dynamic Wealth Strategies’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Sell |
5,004
-326
| -6% | -$10.9K | 0.12% | 75 |
|
|
2025
Q1 | $153K | Buy |
+5,330
| New | +$153K | 0.13% | 77 |
|
|
2024
Q4 | – | Sell |
-5,299
| Closed | -$192K | – | 89 |
|
|
2024
Q3 | $192K | Sell |
5,299
-401
| -7% | -$14.5K | 0.16% | 69 |
|
|
2024
Q2 | $184K | Buy |
5,700
+19
| +0.3% | +$613 | 0.16% | 65 |
|
|
2024
Q1 | $197K | Buy |
5,681
+884
| +18% | +$30.7K | 0.17% | 63 |
|
|
2023
Q4 | $172K | Buy |
+4,797
| New | +$172K | 0.16% | 67 |
|