EverSource Wealth Advisors’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Buy |
5,531
+4,426
| +401% | +$148K | 0.01% | 888 |
|
|
2025
Q1 | $31.7K | Buy |
1,105
+487
| +79% | +$14K | ﹤0.01% | 1454 |
|
|
2024
Q4 | $19.6K | Buy |
618
+238
| +63% | +$7.57K | ﹤0.01% | 1631 |
|
|
2024
Q3 | $13.8K | Sell |
380
-9
| -2% | -$327 | ﹤0.01% | 1688 |
|
|
2024
Q2 | $13.7K | Sell |
389
-308
| -44% | -$10.9K | ﹤0.01% | 1691 |
|
|
2024
Q1 | $22.8K | Buy |
697
+216
| +45% | +$7.08K | ﹤0.01% | 1302 |
|
|
2023
Q4 | $17.2K | Sell |
481
-5
| -1% | -$179 | ﹤0.01% | 1304 |
|
|
2023
Q3 | $19.6K | Sell |
486
-98
| -17% | -$3.95K | ﹤0.01% | 1134 |
|
|
2023
Q2 | $25.1K | Sell |
584
-58
| -9% | -$2.5K | ﹤0.01% | 1061 |
|
|
2023
Q1 | $27.7K | Buy |
642
+10
| +2% | +$432 | ﹤0.01% | 971 |
|
|
2022
Q4 | $22.4K | Buy |
632
+230
| +57% | +$8.14K | ﹤0.01% | 1030 |
|
|
2022
Q3 | $11K | Buy |
402
+113
| +39% | +$3.09K | ﹤0.01% | 1087 |
|
|
2022
Q2 | $8K | Buy |
289
+120
| +71% | +$3.32K | ﹤0.01% | 1096 |
|
|
2022
Q1 | $5K | Sell |
169
-108
| -39% | -$3.2K | ﹤0.01% | 1224 |
|
|
2021
Q4 | $11K | Buy |
+277
| New | +$11K | ﹤0.01% | 917 |
|