RMR Wealth Builders’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
7,752
| – | – | 0.02% | 246 |
|
|
2025
Q1 | $222K | Sell |
7,752
-453
| -6% | -$13K | 0.02% | 241 |
|
|
2024
Q4 | $261K | Sell |
8,205
-571
| -7% | -$18.2K | 0.03% | 220 |
|
|
2024
Q3 | $318K | Buy |
8,776
+1,488
| +20% | +$54K | 0.03% | 202 |
|
|
2024
Q2 | $235K | Sell |
7,288
-9
| -0.1% | -$290 | 0.03% | 225 |
|
|
2024
Q1 | $253K | Buy |
7,297
+68
| +0.9% | +$2.36K | 0.03% | 225 |
|
|
2023
Q4 | $259K | Hold |
7,229
| – | – | 0.04% | 206 |
|
|
2023
Q3 | $292K | Sell |
7,229
-983
| -12% | -$39.7K | 0.05% | 186 |
|
|
2023
Q2 | $354K | Hold |
8,212
| – | – | 0.06% | 148 |
|
|
2023
Q1 | $355K | Hold |
8,212
| – | – | 0.07% | 144 |
|
|
2022
Q4 | $291K | Hold |
8,212
| – | – | 0.07% | 142 |
|
|
2022
Q3 | $227K | Buy |
+8,212
| New | +$227K | 0.06% | 168 |
|
|
2021
Q2 | – | Sell |
-4,512
| Closed | -$184K | – | 249 |
|
|
2021
Q1 | $184K | Hold |
4,512
| – | – | 0.05% | 198 |
|
|
2020
Q4 | $153K | Buy |
+4,512
| New | +$153K | 0.08% | 172 |
|
|
2020
Q3 | – | Sell |
-4,512
| Closed | -$140K | – | 260 |
|
|
2020
Q2 | $140K | Buy |
+4,512
| New | +$140K | 0.12% | 138 |
|
|
2019
Q4 | $172K | Buy |
+4,512
| New | +$172K | 0.17% | 127 |
|