Optimum Investment 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 | $23.4K | Hold |
698
| – | – | 0.01% | 423 |
|
|
2025
Q1 | $20K | Hold |
698
| – | – | 0.01% | 443 |
|
|
2024
Q4 | $22.2K | Hold |
698
| – | – | 0.01% | 421 |
|
|
2024
Q3 | $25.3K | Hold |
698
| – | – | 0.01% | 419 |
|
|
2024
Q2 | $22.5K | Hold |
698
| – | – | 0.01% | 434 |
|
|
2024
Q1 | $24.2K | Sell |
698
-261
| -27% | -$9.07K | 0.01% | 436 |
|
|
2023
Q4 | $34.4K | Buy |
959
+1
| +0.1% | +$36 | 0.02% | 386 |
|
|
2023
Q3 | $38.7K | Sell |
958
-1,299
| -58% | -$52.4K | 0.02% | 395 |
|
|
2023
Q2 | $97.2K | Buy |
2,257
+1
| +0% | +$43 | 0.05% | 276 |
|
|
2023
Q1 | $97.5K | Buy |
2,256
+1
| +0% | +$43 | 0.05% | 270 |
|
|
2022
Q4 | $79.9K | Buy |
2,255
+1
| +0% | +$35 | 0.04% | 304 |
|
|
2022
Q3 | $62K | Buy |
2,254
+1
| +0% | +$28 | 0.03% | 346 |
|
|
2022
Q2 | $66K | Hold |
2,253
| – | – | 0.03% | 352 |
|
|
2022
Q1 | $77K | Hold |
2,253
| – | – | 0.03% | 358 |
|
|
2021
Q4 | $89K | Hold |
2,253
| – | – | 0.03% | 355 |
|
|
2021
Q3 | $86K | Sell |
2,253
-340
| -13% | -$13K | 0.04% | 354 |
|
|
2021
Q2 | $111K | Hold |
2,593
| – | – | 0.03% | 361 |
|
|
2021
Q1 | $106K | Sell |
2,593
-1,091
| -30% | -$44.6K | 0.03% | 356 |
|
|
2020
Q4 | $125K | Buy |
3,684
+341
| +10% | +$11.6K | 0.04% | 319 |
|
|
2020
Q3 | $114K | Hold |
3,343
| – | – | 0.04% | 312 |
|
|
2020
Q2 | $104K | Hold |
3,343
| – | – | 0.04% | 322 |
|
|
2020
Q1 | $72K | Hold |
3,343
| – | – | 0.03% | 355 |
|
|
2019
Q4 | $128K | Hold |
3,343
| – | – | 0.04% | 352 |
|
|
2019
Q3 | $108K | Hold |
3,343
| – | – | 0.03% | 366 |
|
|
2019
Q2 | $124K | Sell |
3,343
-4,118
| -55% | -$153K | 0.04% | 333 |
|
|
2019
Q1 | $252K | Hold |
7,461
| – | – | 0.08% | 234 |
|
|
2018
Q4 | $228K | Sell |
7,461
-673
| -8% | -$20.6K | 0.08% | 230 |
|
|
2018
Q3 | $306K | Hold |
8,134
| – | – | 0.08% | 230 |
|
|
2018
Q2 | $309K | Hold |
8,134
| – | – | 0.09% | 224 |
|
|
2018
Q1 | $360K | Hold |
8,134
| – | – | 0.11% | 193 |
|
|
2017
Q4 | $366K | Sell |
8,134
-477
| -6% | -$21.5K | 0.12% | 196 |
|
|
2017
Q3 | $388K | Hold |
8,611
| – | – | 0.13% | 198 |
|
|
2017
Q2 | $321K | Sell |
8,611
-91
| -1% | -$3.39K | 0.11% | 206 |
|
|
2017
Q1 | $320K | Hold |
8,702
| – | – | 0.11% | 210 |
|
|
2016
Q4 | $302K | Sell |
8,702
-1,817
| -17% | -$63.1K | 0.11% | 214 |
|
|
2016
Q3 | $326K | Buy |
10,519
+2,340
| +29% | +$72.5K | 0.12% | 205 |
|
|
2016
Q2 | $213K | Buy |
8,179
+1,136
| +16% | +$29.6K | 0.08% | 251 |
|
|
2016
Q1 | $238K | Sell |
7,043
-4,885
| -41% | -$165K | 0.09% | 227 |
|
|
2015
Q4 | $454K | Hold |
11,928
| – | – | 0.18% | 165 |
|
|
2015
Q3 | $437K | Buy |
+11,928
| New | +$437K | 0.18% | 157 |
|
|
2015
Q1 | $989K | Sell |
18,585
-1,590
| -8% | -$84.6K | 0.31% | 83 |
|
|
2014
Q4 | $976K | Hold |
20,175
| – | – | 0.31% | 87 |
|
|
2014
Q3 | $934K | Hold |
20,175
| – | – | 0.31% | 87 |
|
|
2014
Q2 | $1.16M | Sell |
20,175
-228
| -1% | -$13.1K | 0.38% | 69 |
|
|
2014
Q1 | $1.1M | Sell |
20,403
-2,044
| -9% | -$111K | 0.41% | 65 |
|
|
2013
Q4 | $1.11M | Sell |
22,447
-1,364
| -6% | -$67.1K | 0.42% | 67 |
|
|
2013
Q3 | $1.06M | Buy |
+23,811
| New | +$1.06M | 0.44% | 67 |
|