Principle Wealth Partners’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+6,500
| New | +$218K | 0.01% | 343 |
|
|
2025
Q1 | – | Sell |
-6,300
| Closed | -$200K | – | 342 |
|
|
2024
Q4 | $200K | Buy |
+6,300
| New | +$200K | 0.01% | 328 |
|
|
2020
Q3 | – | Sell |
-5,680
| Closed | -$177K | – | 188 |
|
|
2020
Q2 | $177K | Buy |
+5,680
| New | +$177K | 0.05% | 159 |
|
|
2020
Q1 | – | Sell |
-5,680
| Closed | -$217K | – | 143 |
|
|
2019
Q4 | $217K | Sell |
5,680
-1,136
| -17% | -$43.4K | 0.07% | 153 |
|
|
2019
Q3 | $220K | Sell |
6,816
-2,272
| -25% | -$73.3K | 0.08% | 149 |
|
|
2019
Q2 | $336K | Hold |
9,088
| – | – | 0.17% | 94 |
|
|
2019
Q1 | $307K | Hold |
9,088
| – | – | 0.18% | 97 |
|
|
2018
Q4 | $278K | Buy |
+9,088
| New | +$278K | 0.23% | 87 |
|