Van Hulzen Asset Management’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$3.18K | – | 411 |
|
|
2024
Q4 | $3.18K | Buy |
+100
| New | +$3.18K | ﹤0.01% | 869 |
|
|
2024
Q1 | – | Sell |
-10,750
| Closed | -$385K | – | 324 |
|
|
2023
Q4 | $385K | Buy |
10,750
+850
| +9% | +$30.4K | 0.03% | 245 |
|
|
2023
Q3 | $400K | Sell |
9,900
-1,006
| -9% | -$40.6K | 0.03% | 224 |
|
|
2023
Q2 | $470K | Hold |
10,906
| – | – | 0.04% | 190 |
|
|
2023
Q1 | $471K | Sell |
10,906
-227
| -2% | -$9.8K | 0.04% | 184 |
|
|
2022
Q4 | $394K | Hold |
11,133
| – | – | 0.05% | 199 |
|
|
2022
Q3 | $308K | Buy |
+11,133
| New | +$308K | 0.04% | 211 |
|