Steward Values Enhanced Small-Mid Cap Fund BWA Holdings History
Steward Values Enhanced Small-Mid Cap Fund's BorgWarner Inc Holding Summary
As of 2025-04-30, Steward Values Enhanced Small-Mid Cap Fund held 16,971.00 shares of BorgWarner Inc(BWA), totaling $481,640.00. This investment constitutes 0.29% of their stock portfolio, and Steward Values Enhanced Small-Mid Cap Fund now holds 0.01% of the outstanding BorgWarner Inc(BWA) stock.
The initial trade took place in 2025Q2. And since then Steward Values Enhanced Small-Mid Cap Fund has made 1 purchases of BWA, at an average price of $28.68, for a total of 16,971.00 shares. Based on historical transaction data and BWA's current price of $35.47, Steward Values Enhanced Small-Mid Cap Fund's estimated gain on his BWA holdings is $115,233.09, reflecting a 23.68% gain to date.
Steward Values Enhanced Small-Mid Cap Fund BWA ($35.47) Holding Chart
Steward Values Enhanced Small-Mid Cap Fund BWA ($35.47) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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