Optimum Investment Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.7K | Hold |
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|
2025
Q2 | $23.4K | Hold |
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|
2025
Q1 | $20K | Hold |
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|
2024
Q4 | $22.2K | Hold |
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|
2024
Q3 | $25.3K | Hold |
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|
2024
Q2 | $22.5K | Hold |
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|
2024
Q1 | $24.2K | Sell |
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|
2023
Q4 | $34.4K | Buy |
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|
2023
Q3 | $38.7K | Sell |
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|
2023
Q2 | $97.2K | Buy |
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|
2023
Q1 | $97.5K | Buy |
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|
2022
Q4 | $79.9K | Buy |
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|
2022
Q3 | $62K | Buy |
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|
2022
Q2 | $66K | Hold |
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|
2022
Q1 | $77K | Hold |
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|
2021
Q4 | $89K | Hold |
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|
2021
Q3 | $86K | Sell |
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|
2021
Q2 | $111K | Hold |
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|
2021
Q1 | $106K | Sell |
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|
2020
Q4 | $125K | Buy |
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|
2020
Q3 | $114K | Hold |
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|
2020
Q2 | $104K | Hold |
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|
2020
Q1 | $72K | Hold |
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|
2019
Q4 | $128K | Hold |
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|
2019
Q3 | $108K | Hold |
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|
2019
Q2 | $124K | Sell |
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|
2019
Q1 | $252K | Hold |
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|
2018
Q4 | $228K | Sell |
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|
2018
Q3 | $306K | Hold |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $360K | Hold |
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|
2017
Q4 | $366K | Sell |
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|
2017
Q3 | $388K | Hold |
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|
2017
Q2 | $321K | Sell |
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|
2017
Q1 | $320K | Hold |
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|
2016
Q4 | $302K | Sell |
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|
2016
Q3 | $326K | Buy |
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|
2016
Q2 | $213K | Buy |
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|
2016
Q1 | $238K | Sell |
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|
2015
Q4 | $454K | Hold |
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|
2015
Q3 | $437K | Buy |
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|
2015
Q1 | $989K | Sell |
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|
2014
Q4 | $976K | Hold |
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|
2014
Q3 | $934K | Hold |
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|
2014
Q2 | $1.16M | Sell |
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|
2014
Q1 | $1.1M | Sell |
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|
2013
Q4 | $1.1M | Sell |
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|
2013
Q3 | $1.06M | Buy |
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