Global Retirement Partners’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5K | Buy |
+582
| New | +$19.5K | ﹤0.01% | 2306 |
|
|
2024
Q4 | $20.8K | Sell |
653
-713
| -52% | -$22.7K | ﹤0.01% | 2065 |
|
|
2024
Q3 | $49.6K | Sell |
1,366
-104
| -7% | -$3.77K | ﹤0.01% | 1560 |
|
|
2024
Q2 | $47.4K | Sell |
1,470
-30
| -2% | -$967 | ﹤0.01% | 1564 |
|
|
2024
Q1 | $52.1K | Buy |
1,500
+36
| +2% | +$1.25K | ﹤0.01% | 1398 |
|
|
2023
Q4 | $48.5K | Sell |
1,464
-1,336
| -48% | -$44.2K | ﹤0.01% | 1385 |
|
|
2023
Q3 | $110K | Buy |
2,800
+20
| +0.7% | +$784 | 0.01% | 895 |
|
|
2023
Q2 | $120K | Buy |
2,780
+7
| +0.3% | +$301 | 0.01% | 870 |
|
|
2023
Q1 | $113K | Buy |
2,773
+1,133
| +69% | +$46.3K | 0.01% | 862 |
|
|
2022
Q4 | $58.1K | Buy |
1,640
+236
| +17% | +$8.36K | ﹤0.01% | 1020 |
|
|
2022
Q3 | $46K | Buy |
1,404
+43
| +3% | +$1.41K | ﹤0.01% | 1051 |
|
|
2022
Q2 | $40K | Sell |
1,361
-73
| -5% | -$2.15K | ﹤0.01% | 1064 |
|
|
2022
Q1 | $47K | Buy |
+1,434
| New | +$47K | ﹤0.01% | 1005 |
|
|
2021
Q4 | – | Sell |
-492
| Closed | -$19K | – | 441 |
|
|
2021
Q3 | $19K | Buy |
492
+202
| +70% | +$7.8K | ﹤0.01% | 1214 |
|
|
2021
Q2 | $12K | Buy |
290
+154
| +113% | +$6.37K | ﹤0.01% | 1324 |
|
|
2021
Q1 | $6K | Sell |
136
-224
| -62% | -$9.88K | ﹤0.01% | 1411 |
|
|
2020
Q4 | $12K | Buy |
360
+78
| +28% | +$2.6K | ﹤0.01% | 1196 |
|
|
2020
Q3 | $10K | Hold |
282
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q2 | $9K | Sell |
282
-351
| -55% | -$11.2K | ﹤0.01% | 1133 |
|
|
2020
Q1 | $14K | Buy |
633
+3
| +0.5% | +$66 | ﹤0.01% | 906 |
|
|
2019
Q4 | $24K | Sell |
630
-24
| -4% | -$914 | ﹤0.01% | 878 |
|
|
2019
Q3 | $21K | Sell |
654
-5
| -0.8% | -$161 | ﹤0.01% | 882 |
|
|
2019
Q2 | $24K | Buy |
659
+1
| +0.2% | +$36 | ﹤0.01% | 821 |
|
|
2019
Q1 | $22K | Buy |
658
+3
| +0.5% | +$100 | 0.01% | 786 |
|
|
2018
Q4 | $20K | Buy |
655
+238
| +57% | +$7.27K | 0.01% | 741 |
|
|
2018
Q3 | $16K | Hold |
417
| – | – | ﹤0.01% | 891 |
|
|
2018
Q2 | $16K | Buy |
417
+151
| +57% | +$5.79K | ﹤0.01% | 862 |
|
|
2018
Q1 | $12K | Hold |
266
| – | – | ﹤0.01% | 898 |
|
|
2017
Q4 | $12K | Sell |
266
-21
| -7% | -$947 | ﹤0.01% | 841 |
|
|
2017
Q3 | $13K | Sell |
287
-3
| -1% | -$136 | 0.01% | 739 |
|
|
2017
Q2 | $11K | Hold |
290
| – | – | 0.01% | 757 |
|
|
2017
Q1 | $11K | Hold |
290
| – | – | 0.01% | 714 |
|
|
2016
Q4 | $10K | Buy |
+290
| New | +$10K | 0.01% | 682 |
|