Advocacy Wealth Management Services’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-415
| Closed | -$13K | – | 136 |
|
|
2018
Q4 | $13K | Hold |
415
| – | – | 0.01% | 104 |
|
|
2018
Q3 | $16K | Hold |
415
| – | – | 0.01% | 102 |
|
|
2018
Q2 | $16K | Hold |
415
| – | – | 0.01% | 101 |
|
|
2018
Q1 | $18K | Sell |
415
-27
| -6% | -$1.17K | 0.01% | 96 |
|
|
2017
Q4 | $20K | Sell |
442
-151
| -25% | -$6.83K | 0.01% | 108 |
|
|
2017
Q3 | $27K | Hold |
593
| – | – | 0.01% | 104 |
|
|
2017
Q2 | $22K | Hold |
593
| – | – | 0.01% | 126 |
|
|
2017
Q1 | $22K | Hold |
593
| – | – | 0.01% | 143 |
|
|
2016
Q4 | $21K | Buy |
593
+28
| +5% | +$992 | 0.01% | 139 |
|
|
2016
Q3 | $17K | Hold |
565
| – | – | 0.01% | 225 |
|
|
2016
Q2 | $15K | Sell |
565
-45
| -7% | -$1.2K | 0.01% | 264 |
|
|
2016
Q1 | $21K | Buy |
610
+287
| +89% | +$9.88K | 0.01% | 284 |
|
|
2015
Q4 | $12K | Buy |
+323
| New | +$12K | 0.01% | 321 |
|