EFS
Essex Financial Services’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,000
| Closed | -$342K | – | 255 |
|
|
2018
Q3 | $342K | Hold |
8,000
| – | – | 0.08% | 198 |
|
|
2018
Q2 | $345K | Hold |
8,000
| – | – | 0.08% | 193 |
|
|
2018
Q1 | $402K | Hold |
8,000
| – | – | 0.08% | 225 |
|
|
2017
Q4 | $409K | Hold |
8,000
| – | – | 0.1% | 177 |
|
|
2017
Q3 | $410K | Hold |
8,000
| – | – | 0.1% | 173 |
|
|
2017
Q2 | $339K | Sell |
8,000
-790
| -9% | -$33.5K | 0.07% | 244 |
|
|
2017
Q1 | $367K | Hold |
8,790
| – | – | 0.08% | 223 |
|
|
2016
Q4 | $347K | Hold |
8,790
| – | – | 0.07% | 229 |
|
|
2016
Q3 | $309K | Hold |
8,790
| – | – | 0.07% | 239 |
|
|
2016
Q2 | $259K | Hold |
8,790
| – | – | 0.06% | 255 |
|
|
2016
Q1 | $338K | Hold |
8,790
| – | – | 0.08% | 218 |
|
|
2015
Q4 | $380K | Hold |
8,790
| – | – | 0.09% | 208 |
|
|
2015
Q3 | $366K | Hold |
8,790
| – | – | 0.1% | 211 |
|
|
2015
Q2 | $500K | Hold |
8,790
| – | – | 0.13% | 178 |
|
|
2015
Q1 | $532K | Buy |
+8,790
| New | +$532K | 0.14% | 174 |
|