JNBA Financial Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.74K | Hold |
32
| – | – | ﹤0.01% | 749 |
|
|
2025
Q4 | $1.44K | Buy |
+32
| New | +$1.4K | ﹤0.01% | 710 |
|
|
2022
Q4 | – | Sell |
-346
| Closed | -$10K | – | 670 |
|
|
2022
Q3 | $10K | Hold |
346
| – | – | ﹤0.01% | 453 |
|
|
2022
Q2 | $10K | Hold |
346
| – | – | ﹤0.01% | 483 |
|
|
2022
Q1 | $12K | Hold |
346
| – | – | ﹤0.01% | 475 |
|
|
2021
Q4 | $14K | Hold |
346
| – | – | ﹤0.01% | 474 |
|
|
2021
Q3 | $13K | Hold |
346
| – | – | ﹤0.01% | 478 |
|
|
2021
Q2 | $15K | Hold |
346
| – | – | ﹤0.01% | 437 |
|
|
2021
Q1 | $14K | Hold |
346
| – | – | ﹤0.01% | 426 |
|
|
2020
Q4 | $12K | Hold |
346
| – | – | ﹤0.01% | 421 |
|
|
2020
Q3 | $12K | Hold |
346
| – | – | ﹤0.01% | 387 |
|
|
2020
Q2 | $11K | Hold |
346
| – | – | ﹤0.01% | 391 |
|
|
2020
Q1 | $7K | Hold |
346
| – | – | ﹤0.01% | 417 |
|
|
2019
Q4 | $13K | Hold |
346
| – | – | ﹤0.01% | 400 |
|
|
2019
Q3 | $11K | Hold |
346
| – | – | ﹤0.01% | 397 |
|
|
2019
Q2 | $13K | Hold |
346
| – | – | ﹤0.01% | 402 |
|
|
2019
Q1 | $12K | Hold |
346
| – | – | ﹤0.01% | 384 |
|
|
2018
Q4 | $11K | Buy |
+346
| New | +$11.6K | ﹤0.01% | 368 |
|
|
2018
Q3 | – | Sell |
-346
| Closed | -$13K | – | 516 |
|
|
2018
Q2 | $13K | Buy |
+346
| New | +$15.2K | ﹤0.01% | 369 |
|
|
2016
Q4 | – | Sell |
-1,753
| Closed | -$54K | – | 610 |
|
|
2016
Q3 | $54K | Buy |
+1,753
| New | +$51.7K | 0.01% | 515 |
|
Other funds holding BWA
VPM
VCM