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Geller Advisors’s BorgWarner BWA Stock Holding History

Geller Advisors’s Portfolio BWA Stock Details BWA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,829
Closed -$212K – 256
2024
Q3 		$212K Buy
+5,829
New +$212K 0.01% 255
2023
Q3 		– Sell
-4,434
Closed -$217K – 249
2023
Q2 		$217K Buy
+4,434
New +$217K 0.03% 236