SIA
Schechter Investment Advisors’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $507K | Sell |
17,679
-5,352
| -23% | -$153K | 0.04% | 360 |
|
|
2024
Q4 | $732K | Sell |
23,031
-138
| -0.6% | -$4.39K | 0.06% | 301 |
|
|
2024
Q3 | $841K | Sell |
23,169
-1,592
| -6% | -$57.8K | 0.06% | 283 |
|
|
2024
Q2 | $798K | Sell |
24,761
-24
| -0.1% | -$774 | 0.06% | 283 |
|
|
2024
Q1 | $861K | Sell |
24,785
-3,286
| -12% | -$114K | 0.06% | 274 |
|
|
2023
Q4 | $1.01M | Sell |
28,071
-1,651
| -6% | -$59.2K | 0.09% | 229 |
|
|
2023
Q3 | $1.2M | Buy |
29,722
+1,526
| +5% | +$61.6K | 0.12% | 192 |
|
|
2023
Q2 | $1.38M | Buy |
28,196
+23
| +0.1% | +$1.13K | 0.12% | 181 |
|
|
2023
Q1 | $1.38M | Buy |
28,173
+729
| +3% | +$35.8K | 0.13% | 189 |
|
|
2022
Q4 | $1.1M | Sell |
27,444
-905
| -3% | -$36.4K | 0.1% | 259 |
|
|
2022
Q3 | $890K | Buy |
28,349
+458
| +2% | +$14.4K | 0.09% | 320 |
|
|
2022
Q2 | $931K | Sell |
27,891
-6,822
| -20% | -$228K | 0.09% | 308 |
|
|
2022
Q1 | $1.35M | Sell |
34,713
-5,694
| -14% | -$221K | 0.13% | 202 |
|
|
2021
Q4 | $1.82M | Buy |
+40,407
| New | +$1.82M | 0.16% | 135 |
|