Fortis 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 | $315K | Hold |
9,400
| – | – | 0.2% | 83 |
|
|
2025
Q1 | $269K | Buy |
9,400
+1,650
| +21% | +$47.3K | 0.18% | 91 |
|
|
2024
Q4 | $246K | Hold |
7,750
| – | – | 0.16% | 96 |
|
|
2024
Q3 | $281K | Hold |
7,750
| – | – | 0.18% | 88 |
|
|
2024
Q2 | $250K | Hold |
7,750
| – | – | 0.18% | 86 |
|
|
2024
Q1 | $269K | Hold |
7,750
| – | – | 0.18% | 78 |
|
|
2023
Q4 | $278K | Hold |
7,750
| – | – | 0.2% | 76 |
|
|
2023
Q3 | $313K | Sell |
7,750
-372
| -5% | -$15K | 0.24% | 68 |
|
|
2023
Q2 | $350K | Hold |
8,122
| – | – | 0.25% | 62 |
|
|
2023
Q1 | $351K | Hold |
8,122
| – | – | 0.23% | 65 |
|
|
2022
Q4 | $288K | Hold |
8,122
| – | – | 0.22% | 69 |
|
|
2022
Q3 | $225K | Buy |
8,122
+766
| +10% | +$21.2K | 0.16% | 81 |
|
|
2022
Q2 | $216K | Buy |
7,356
+1,278
| +21% | +$37.5K | 0.14% | 89 |
|
|
2022
Q1 | $208K | Sell |
6,078
-1,902
| -24% | -$65.1K | 0.11% | 100 |
|
|
2021
Q4 | $317K | Buy |
7,980
+6,077
| +319% | +$241K | 0.18% | 81 |
|
|
2021
Q3 | $72K | Hold |
1,903
| – | – | 0.04% | 161 |
|
|
2021
Q2 | $81K | Hold |
1,903
| – | – | 0.05% | 163 |
|
|
2021
Q1 | $78K | Hold |
1,903
| – | – | 0.06% | 127 |
|
|
2020
Q4 | $65K | Hold |
1,903
| – | – | 0.06% | 102 |
|
|
2020
Q3 | $65K | Sell |
1,903
-119
| -6% | -$4.07K | 0.06% | 91 |
|
|
2020
Q2 | $63K | Sell |
2,022
-5,295
| -72% | -$165K | 0.06% | 102 |
|
|
2020
Q1 | $157K | Buy |
+7,317
| New | +$157K | 0.11% | 105 |
|
|
2019
Q3 | – | Sell |
-625
| Closed | -$23K | – | 307 |
|
|
2019
Q2 | $23K | Hold |
625
| – | – | 0.01% | 277 |
|
|
2019
Q1 | $21K | Sell |
625
-142
| -19% | -$4.77K | 0.01% | 265 |
|
|
2018
Q4 | $23K | Hold |
767
| – | – | 0.01% | 252 |
|
|
2018
Q3 | $29K | Hold |
767
| – | – | 0.02% | 229 |
|
|
2018
Q2 | $29K | Buy |
767
+625
| +440% | +$23.6K | 0.02% | 230 |
|
|
2018
Q1 | $6K | Hold |
142
| – | – | ﹤0.01% | 273 |
|
|
2017
Q4 | $6K | Hold |
142
| – | – | ﹤0.01% | 253 |
|
|
2017
Q3 | $6K | Buy |
+142
| New | +$6K | ﹤0.01% | 253 |
|