GeoWealth Management’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,118
| Closed | -$35.5K | – | 1159 |
|
|
2024
Q4 | $35.5K | Sell |
1,118
-13
| -1% | -$413 | ﹤0.01% | 1252 |
|
|
2024
Q3 | $41K | Buy |
+1,131
| New | +$41K | ﹤0.01% | 1129 |
|
|
2023
Q3 | – | Sell |
-598
| Closed | -$26K | – | 489 |
|
|
2023
Q2 | $26K | Buy |
598
+104
| +21% | +$4.52K | ﹤0.01% | 358 |
|
|
2023
Q1 | $21K | Buy |
+494
| New | +$21K | ﹤0.01% | 317 |
|
|
2021
Q3 | – | Sell |
-1,408
| Closed | -$61K | – | 395 |
|
|
2021
Q2 | $61K | Buy |
+1,408
| New | +$61K | 0.01% | 246 |
|