MYIA
Mount Yale Investment Advisors’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Sell |
94,131
-2,395
| -2% | -$80.2K | 0.25% | 82 |
|
|
2025
Q1 | $2.77M | Buy |
96,526
+34,946
| +57% | +$1M | 0.24% | 93 |
|
|
2024
Q4 | $1.96M | Sell |
61,580
-72,695
| -54% | -$2.31M | 0.16% | 123 |
|
|
2024
Q3 | $4.87M | Sell |
134,275
-17,835
| -12% | -$647K | 0.47% | 46 |
|
|
2024
Q2 | $4.9M | Sell |
152,110
-22,283
| -13% | -$718K | 0.39% | 51 |
|
|
2024
Q1 | $6.06M | Buy |
174,393
+6,062
| +4% | +$211K | 0.46% | 42 |
|
|
2023
Q4 | $6.03M | Buy |
168,331
+162,005
| +2,561% | +$5.81M | 0.57% | 30 |
|
|
2023
Q3 | $255K | Buy |
6,326
+1,855
| +41% | +$74.9K | 0.03% | 422 |
|
|
2023
Q2 | $219K | Buy |
+4,471
| New | +$219K | 0.02% | 448 |
|
|
2023
Q1 | – | Sell |
-164,033
| Closed | -$6.6M | – | 484 |
|
|
2022
Q4 | $6.6M | Buy |
164,033
+1,765
| +1% | +$71K | 0.75% | 24 |
|
|
2022
Q3 | $5.1M | Buy |
162,268
+6,519
| +4% | +$205K | 0.68% | 31 |
|
|
2022
Q2 | $5.2M | Buy |
155,749
+9,743
| +7% | +$325K | 0.65% | 34 |
|
|
2022
Q1 | $5.68M | Buy |
146,006
+21,269
| +17% | +$827K | 0.62% | 34 |
|
|
2021
Q4 | $5.62M | Sell |
124,737
-285
| -0.2% | -$12.8K | 0.58% | 37 |
|
|
2021
Q3 | $5.4M | Buy |
125,022
+486
| +0.4% | +$21K | 0.62% | 32 |
|
|
2021
Q2 | $6.05M | Sell |
124,536
-711
| -0.6% | -$34.5K | 0.73% | 29 |
|
|
2021
Q1 | $5.81M | Sell |
125,247
-4,708
| -4% | -$218K | 0.76% | 27 |
|
|
2020
Q4 | $5.02M | Buy |
129,955
+5,001
| +4% | +$193K | 0.7% | 32 |
|
|
2020
Q3 | $4.84M | Sell |
124,954
-503
| -0.4% | -$19.5K | 0.69% | 26 |
|
|
2020
Q2 | $4.43M | Buy |
+125,457
| New | +$4.43M | 0.79% | 30 |
|
|
2018
Q4 | – | Sell |
-1,557
| Closed | -$63K | – | 376 |
|
|
2018
Q3 | $63K | Sell |
1,557
-613
| -28% | -$24.8K | 0.01% | 560 |
|
|
2018
Q2 | $94K | Sell |
2,170
-1,812
| -46% | -$78.5K | 0.02% | 476 |
|
|
2018
Q1 | $200K | Buy |
+3,982
| New | +$200K | 0.04% | 291 |
|