IFG Advisory’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+6,916
| New | +$232K | 0.01% | 679 |
|
|
2025
Q1 | – | Sell |
-6,916
| Closed | -$220K | – | 679 |
|
|
2024
Q4 | $220K | Buy |
+6,916
| New | +$220K | 0.01% | 623 |
|
|
2024
Q3 | – | Sell |
-6,916
| Closed | -$223K | – | 412 |
|
|
2024
Q2 | $223K | Buy |
+6,916
| New | +$223K | 0.01% | 567 |
|
|
2024
Q1 | – | Sell |
-5,832
| Closed | -$209K | – | 395 |
|
|
2023
Q4 | $209K | Sell |
5,832
-7,755
| -57% | -$278K | 0.02% | 546 |
|
|
2023
Q3 | $549K | Sell |
13,587
-1,848
| -12% | -$74.6K | 0.05% | 327 |
|
|
2023
Q2 | $665K | Sell |
15,435
-250
| -2% | -$10.8K | 0.06% | 249 |
|
|
2023
Q1 | $678K | Sell |
15,685
-1,381
| -8% | -$59.7K | 0.06% | 269 |
|
|
2022
Q4 | $604K | Sell |
17,066
-1,180
| -6% | -$41.8K | 0.06% | 280 |
|
|
2022
Q3 | $504K | Sell |
18,246
-3,042
| -14% | -$84K | 0.05% | 312 |
|
|
2022
Q2 | $625K | Buy |
21,288
+4,304
| +25% | +$126K | 0.07% | 259 |
|
|
2022
Q1 | $581K | Buy |
16,984
+5,666
| +50% | +$194K | 0.06% | 282 |
|
|
2021
Q4 | $449K | Sell |
11,318
-477
| -4% | -$18.9K | 0.04% | 323 |
|
|
2021
Q3 | $448K | Buy |
11,795
+83
| +0.7% | +$3.15K | 0.05% | 316 |
|
|
2021
Q2 | $500K | Sell |
11,712
-2,744
| -19% | -$117K | 0.06% | 286 |
|
|
2021
Q1 | $589K | Sell |
14,456
-159
| -1% | -$6.48K | 0.07% | 270 |
|
|
2020
Q4 | $497K | Sell |
14,615
-958
| -6% | -$32.6K | 0.07% | 261 |
|
|
2020
Q3 | $531K | Buy |
15,573
+477
| +3% | +$16.3K | 0.09% | 226 |
|
|
2020
Q2 | $469K | Sell |
15,096
-831
| -5% | -$25.8K | 0.08% | 233 |
|
|
2020
Q1 | $341K | Buy |
15,927
+4,448
| +39% | +$95.2K | 0.08% | 241 |
|
|
2019
Q4 | $438K | Sell |
11,479
-1,619
| -12% | -$61.8K | 0.08% | 252 |
|
|
2019
Q3 | $422K | Sell |
13,098
-114
| -0.9% | -$3.67K | 0.08% | 249 |
|
|
2019
Q2 | $488K | Sell |
13,212
-67
| -0.5% | -$2.48K | 0.09% | 208 |
|
|
2019
Q1 | $448K | Buy |
13,279
+4,142
| +45% | +$140K | 0.09% | 214 |
|
|
2018
Q4 | $279K | Sell |
9,137
-1,785
| -16% | -$54.5K | 0.07% | 253 |
|
|
2018
Q3 | $411K | Sell |
10,922
-86
| -0.8% | -$3.24K | 0.08% | 240 |
|
|
2018
Q2 | $418K | Buy |
11,008
+1,185
| +12% | +$45K | 0.09% | 222 |
|
|
2018
Q1 | $434K | Buy |
9,823
+5,047
| +106% | +$223K | 0.1% | 201 |
|
|
2017
Q4 | $214K | Buy |
+4,776
| New | +$214K | 0.05% | 303 |
|