JFS Wealth Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.2K | Buy |
1,441
+83
| +6% | +$2.78K | ﹤0.01% | 469 |
|
|
2025
Q1 | $38.9K | Sell |
1,358
-54
| -4% | -$1.55K | ﹤0.01% | 523 |
|
|
2024
Q4 | $44.9K | Buy |
1,412
+18
| +1% | +$572 | ﹤0.01% | 482 |
|
|
2024
Q3 | $50.6K | Buy |
1,394
+8
| +0.6% | +$290 | ﹤0.01% | 466 |
|
|
2024
Q2 | $44.7K | Buy |
1,386
+4
| +0.3% | +$129 | ﹤0.01% | 437 |
|
|
2024
Q1 | $48K | Sell |
1,382
-32
| -2% | -$1.11K | ﹤0.01% | 431 |
|
|
2023
Q4 | $50.7K | Buy |
1,414
+4
| +0.3% | +$143 | ﹤0.01% | 402 |
|
|
2023
Q3 | $56.9K | Sell |
1,410
-187
| -12% | -$7.55K | 0.01% | 357 |
|
|
2023
Q2 | $68.8K | Sell |
1,597
-1
| -0.1% | -$43 | 0.01% | 327 |
|
|
2023
Q1 | $69.1K | Buy |
1,598
+4
| +0.3% | +$173 | 0.01% | 325 |
|
|
2022
Q4 | $56.5K | Buy |
1,594
+2
| +0.1% | +$71 | 0.01% | 350 |
|
|
2022
Q3 | $44K | Buy |
1,592
+86
| +6% | +$2.38K | ﹤0.01% | 399 |
|
|
2022
Q2 | $44K | Buy |
1,506
+33
| +2% | +$964 | ﹤0.01% | 416 |
|
|
2022
Q1 | $50K | Buy |
1,473
+56
| +4% | +$1.9K | ﹤0.01% | 429 |
|
|
2021
Q4 | $56K | Buy |
1,417
+71
| +5% | +$2.81K | 0.01% | 401 |
|
|
2021
Q3 | $51K | Buy |
+1,346
| New | +$51K | 0.01% | 410 |
|
|
2016
Q3 | – | Sell |
-4,998
| Closed | -$130K | – | 484 |
|
|
2016
Q2 | $130K | Buy |
+4,998
| New | +$130K | 0.04% | 193 |
|