Triangle Securities Wealth Management’s BorgWarner BWA Stock Holding History

Triangle Securities Wealth 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
2024 Q3	–	Sell	-25,044	Closed	-$807K	–	200
2024 Q2	$807K	Sell	25,044 -5,433	-18%	-$188K	0.23%	123
2024 Q1	$1.06M	Sell	30,477 -733	-2%	-$24K	0.3%	95
2023 Q4	$1.12M	Buy	31,210 +1,050	+3%	+$37.5K	0.35%	84
2023 Q3	$1.22M	Sell	30,160 -5,072	-14%	-$215K	0.43%	69
2023 Q2	$1.52M	Sell	35,232 -2,488	-7%	-$102K	0.52%	63
2023 Q1	$1.63M	Sell	37,720 -1,154	-3%	-$47.8K	0.58%	57
2022 Q4	$1.38M	Sell	38,874 -1,522	-4%	-$51.8K	0.51%	63
2022 Q3	$1.12M	Sell	40,396 -743	-2%	-$24K	0.46%	66
2022 Q2	$1.21M	Buy	41,139 +113	+0.3%	+$3.72K	0.47%	69
2022 Q1	$1.41M	Buy	41,026 +229	+0.6%	+$8.55K	0.47%	72
2021 Q4	$1.62M	Sell	40,797 -79	-0.2%	-$3.17K	0.51%	67
2021 Q3	$1.55M	Buy	40,876 +1,133	+3%	+$45.1K	0.53%	65
2021 Q2	$1.7M	Sell	39,743 -1,162	-3%	-$51.2K	0.57%	60
2021 Q1	$1.67M	Buy	40,905 +572	+1%	+$22.3K	0.6%	58
2020 Q4	$1.37M	Buy	40,333 +438	+1%	+$14.9K	0.54%	61
2020 Q3	$1.36M	Sell	39,895 -739	-2%	-$25.4K	0.62%	55
2020 Q2	$1.26M	Sell	40,634 -1,262	-3%	-$33.2K	0.6%	56
2020 Q1	$899K	Buy	41,896 +902	+2%	+$26.1K	0.52%	66
2019 Q4	$1.56M	Buy	40,994 +585	+1%	+$21.4K	0.68%	49
2019 Q3	$1.3M	Buy	40,409 +381	+1%	+$12.3K	0.64%	54
2019 Q2	$1.42M	Buy	40,028 +5,161	+15%	+$183K	0.72%	49
2019 Q1	$1.18M	Buy	34,867 +3,822	+12%	+$132K	0.62%	55
2018 Q4	$949K	Buy	+31,045	New	+$1.04M	0.56%	60
2018 Q2	–	Sell	-23,041	Closed	-$1.02M	–	140
2018 Q1	$1.02M	Sell	23,041 -630	-3%	-$29.3K	0.59%	58
2017 Q4	$1.06M	Sell	23,671 -301	-1%	-$13.9K	0.61%	57
2017 Q3	$1.08M	Hold	23,972	–	–	0.64%	50
2017 Q2	$894K	Buy	23,972 +602	+3%	+$21.8K	0.59%	58
2017 Q1	$860K	Buy	+23,370	New	+$851K	0.55%	58
2013 Q3	–	Sell	-779	Closed	-$30K	–	152
2013 Q2	$30K	Buy	+779	New	+$27.4K	0.02%	325