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Shelton Capital Management’s BorgWarner BWA Stock Holding History

Shelton Capital Management’s Portfolio BWA Stock Details BWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$383K Buy
+7,054
New +$372K 0.01% 434
2025
Q4 		– Sell
-7,926
Closed -$348K – 715
2025
Q3 		$348K Hold
7,926
– – 0.01% 455
2025
Q2 		$265K Sell
7,926
-1,413
-15% -$43.3K 0.01% 535
2025
Q1 		$268K Buy
+9,339
New +$283K 0.01% 528
2024
Q2 		– Sell
-17,713
Closed -$615K – 727
2024
Q1 		$615K Sell
17,713
-1,800
-9% -$58.9K 0.02% 322
2023
Q4 		$700K Sell
19,513
-4,499
-19% -$161K 0.02% 293
2023
Q3 		$969K Sell
24,012
-74,947
-76% -$3.17M 0.04% 270
2023
Q2 		$4.26M Buy
98,959
+91,902
+1,302% +$3.78M 0.15% 144
2023
Q1 		$305K Buy
+7,057
New +$292K 0.01% 459

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