J.P. Morgan Private Wealth Advisors’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,630
| Closed | -$243K | – | 1538 |
|
|
2023
Q1 | $243K | Sell |
5,630
-1,359
| -19% | -$58.8K | ﹤0.01% | 1758 |
|
|
2022
Q4 | $248K | Buy |
+6,989
| New | +$248K | ﹤0.01% | 1732 |
|
|
2022
Q3 | – | Sell |
-10,142
| Closed | -$298K | – | 1924 |
|
|
2022
Q2 | $298K | Sell |
10,142
-656
| -6% | -$19.3K | ﹤0.01% | 1648 |
|
|
2022
Q1 | $370K | Sell |
10,798
-1,451
| -12% | -$49.7K | ﹤0.01% | 1659 |
|
|
2021
Q4 | $486K | Buy |
12,249
+940
| +8% | +$37.3K | ﹤0.01% | 1569 |
|
|
2021
Q3 | $430K | Buy |
11,309
+837
| +8% | +$31.8K | ﹤0.01% | 1559 |
|
|
2021
Q2 | $447K | Buy |
10,472
+376
| +4% | +$16.1K | ﹤0.01% | 1523 |
|
|
2021
Q1 | $412K | Sell |
10,096
-1,303
| -11% | -$53.2K | ﹤0.01% | 1396 |
|
|
2020
Q4 | $388K | Sell |
11,399
-15,244
| -57% | -$519K | ﹤0.01% | 1390 |
|
|
2020
Q3 | $909K | Buy |
+26,643
| New | +$909K | ﹤0.01% | 921 |
|
|
2020
Q1 | – | Sell |
-8,756
| Closed | -$335K | – | 1429 |
|
|
2019
Q4 | $335K | Buy |
8,756
+642
| +8% | +$24.6K | ﹤0.01% | 1192 |
|
|
2019
Q3 | $262K | Buy |
+8,114
| New | +$262K | ﹤0.01% | 1243 |
|
|
2019
Q2 | – | Sell |
-6,457
| Closed | -$218K | – | 1384 |
|
|
2019
Q1 | $218K | Sell |
6,457
-4,376
| -40% | -$148K | ﹤0.01% | 1349 |
|
|
2018
Q4 | $331K | Sell |
10,833
-11,185
| -51% | -$342K | ﹤0.01% | 1119 |
|
|
2018
Q3 | $829K | Sell |
22,018
-211
| -0.9% | -$7.94K | ﹤0.01% | 888 |
|
|
2018
Q2 | $844K | Sell |
22,229
-7,469
| -25% | -$284K | ﹤0.01% | 827 |
|
|
2018
Q1 | $1.31M | Buy |
29,698
+1,824
| +7% | +$80.6K | 0.01% | 583 |
|
|
2017
Q4 | $1.25M | Sell |
27,874
-1,072
| -4% | -$48.2K | 0.01% | 601 |
|
|
2017
Q3 | $1.31M | Sell |
28,946
-4,955
| -15% | -$223K | 0.01% | 566 |
|
|
2017
Q2 | $1.26M | Sell |
33,901
-19,274
| -36% | -$719K | 0.01% | 555 |
|
|
2017
Q1 | $1.96M | Sell |
53,175
-8,133
| -13% | -$299K | 0.02% | 472 |
|
|
2016
Q4 | $2.13M | Buy |
61,308
+1,730
| +3% | +$60K | 0.02% | 431 |
|
|
2016
Q3 | $1.85M | Sell |
59,578
-1,978
| -3% | -$61.3K | 0.02% | 454 |
|
|
2016
Q2 | $1.6M | Sell |
61,556
-273
| -0.4% | -$7.1K | 0.02% | 494 |
|
|
2016
Q1 | $2.09M | Buy |
61,829
+1,318
| +2% | +$44.6K | 0.02% | 391 |
|
|
2015
Q4 | $2.3M | Sell |
60,511
-3,743
| -6% | -$142K | 0.02% | 345 |
|
|
2015
Q3 | $2.35M | Sell |
64,254
-3,763
| -6% | -$138K | 0.03% | 309 |
|
|
2015
Q2 | $3.4M | Sell |
68,017
-2,719
| -4% | -$136K | 0.04% | 293 |
|
|
2015
Q1 | $3.77M | Buy |
70,736
+3,522
| +5% | +$188K | 0.04% | 282 |
|
|
2014
Q4 | $3.25M | Sell |
67,214
-568
| -0.8% | -$27.5K | 0.04% | 298 |
|
|
2014
Q3 | $3.14M | Sell |
67,782
-1,734
| -2% | -$80.3K | 0.04% | 307 |
|
|
2014
Q2 | $3.99M | Buy |
69,516
+50
| +0.1% | +$2.87K | 0.07% | 224 |
|
|
2014
Q1 | $3.76M | Buy |
69,466
+32,825
| +90% | +$1.78M | 0.07% | 218 |
|
|
2013
Q4 | $1.8M | Buy |
+36,641
| New | +$1.8M | 0.04% | 264 |
|