Steward Partners Investment Advisory’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.6K | Sell |
1,122
-5
| -0.4% | -$167 | ﹤0.01% | 2619 |
|
|
2025
Q1 | $32.3K | Buy |
1,127
+36
| +3% | +$1.03K | ﹤0.01% | 2596 |
|
|
2024
Q4 | $34.7K | Sell |
1,091
-134
| -11% | -$4.26K | ﹤0.01% | 2532 |
|
|
2024
Q3 | $44.5K | Buy |
1,225
+499
| +69% | +$18.1K | ﹤0.01% | 2290 |
|
|
2024
Q2 | $23.4K | Buy |
726
+91
| +14% | +$2.93K | ﹤0.01% | 2455 |
|
|
2024
Q1 | $22.1K | Sell |
635
-26
| -4% | -$903 | ﹤0.01% | 2481 |
|
|
2023
Q4 | $23.7K | Sell |
661
-217
| -25% | -$7.78K | ﹤0.01% | 2327 |
|
|
2023
Q3 | $35.4K | Sell |
878
-49
| -5% | -$1.98K | ﹤0.01% | 2065 |
|
|
2023
Q2 | $39.9K | Hold |
927
| – | – | ﹤0.01% | 1975 |
|
|
2023
Q1 | $40.1K | Buy |
927
+389
| +72% | +$16.8K | ﹤0.01% | 1953 |
|
|
2022
Q4 | $19.1K | Sell |
538
-14
| -3% | -$496 | ﹤0.01% | 2252 |
|
|
2022
Q3 | $15K | Hold |
552
| – | – | ﹤0.01% | 2337 |
|
|
2022
Q2 | $16K | Buy |
552
+27
| +5% | +$783 | ﹤0.01% | 2313 |
|
|
2022
Q1 | $18K | Sell |
525
-128
| -20% | -$4.39K | ﹤0.01% | 2410 |
|
|
2021
Q4 | $26K | Sell |
653
-335
| -34% | -$13.3K | ﹤0.01% | 2207 |
|
|
2021
Q3 | $38K | Sell |
988
-7
| -0.7% | -$269 | ﹤0.01% | 2020 |
|
|
2021
Q2 | $43K | Sell |
995
-34
| -3% | -$1.47K | ﹤0.01% | 3643 |
|
|
2021
Q1 | $42K | Buy |
1,029
+13
| +1% | +$531 | ﹤0.01% | 2074 |
|
|
2020
Q4 | $35K | Buy |
1,016
+195
| +24% | +$6.72K | ﹤0.01% | 1832 |
|
|
2020
Q3 | $28K | Buy |
821
+227
| +38% | +$7.74K | ﹤0.01% | 1752 |
|
|
2020
Q2 | $18K | Sell |
594
-365
| -38% | -$11.1K | ﹤0.01% | 1807 |
|
|
2020
Q1 | $20K | Sell |
959
-61
| -6% | -$1.27K | ﹤0.01% | 1608 |
|
|
2019
Q4 | $38K | Hold |
1,020
| – | – | ﹤0.01% | 1513 |
|
|
2019
Q3 | $32K | Buy |
1,020
+325
| +47% | +$10.2K | ﹤0.01% | 1543 |
|
|
2019
Q2 | $25K | Buy |
+695
| New | +$25K | ﹤0.01% | 1616 |
|
|
2018
Q4 | – | Sell |
-587
| Closed | -$22K | – | 943 |
|
|
2018
Q3 | $22K | Sell |
587
-132
| -18% | -$4.95K | ﹤0.01% | 1508 |
|
|
2018
Q2 | $27K | Hold |
719
| – | – | ﹤0.01% | 1341 |
|
|
2018
Q1 | $31K | Sell |
719
-50
| -7% | -$2.16K | ﹤0.01% | 1175 |
|
|
2017
Q4 | $34K | Buy |
769
+626
| +438% | +$27.7K | ﹤0.01% | 954 |
|
|
2017
Q3 | $6K | Buy |
143
+60
| +72% | +$2.52K | ﹤0.01% | 1230 |
|
|
2017
Q2 | $3K | Sell |
83
-248
| -75% | -$8.96K | ﹤0.01% | 1322 |
|
|
2017
Q1 | $12K | Buy |
+331
| New | +$12K | ﹤0.01% | 885 |
|