Integrated Wealth Concepts’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
+15,693
| New | +$525K | 0.01% | 1246 |
|
|
2024
Q4 | – | Sell |
-17,709
| Closed | -$643K | – | 1727 |
|
|
2024
Q3 | $643K | Buy |
17,709
+1,752
| +11% | +$63.6K | 0.01% | 979 |
|
|
2024
Q2 | $514K | Sell |
15,957
-618
| -4% | -$19.9K | 0.01% | 1033 |
|
|
2024
Q1 | $576K | Buy |
16,575
+3,568
| +27% | +$124K | 0.01% | 989 |
|
|
2023
Q4 | $466K | Sell |
13,007
-3,467
| -21% | -$124K | 0.01% | 1029 |
|
|
2023
Q3 | $665K | Buy |
16,474
+1,044
| +7% | +$42.1K | 0.01% | 860 |
|
|
2023
Q2 | $664K | Buy |
+15,430
| New | +$664K | 0.01% | 856 |
|