Genovese Burford & Brothers Wealth & Retirement Plan Management’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-457
| Closed | -$17K | – | 128 |
|
|
2018
Q2 | $17K | Hold |
457
| – | – | 0.01% | 264 |
|
|
2018
Q1 | $20K | Hold |
457
| – | – | 0.01% | 252 |
|
|
2017
Q4 | $23K | Buy |
457
+1
| +0.2% | +$50 | 0.06% | 135 |
|
|
2017
Q3 | $20K | Sell |
456
-143
| -24% | -$6.27K | 0.01% | 228 |
|
|
2017
Q2 | $22K | Hold |
599
| – | – | 0.01% | 211 |
|
|
2017
Q1 | $23K | Hold |
599
| – | – | 0.01% | 216 |
|
|
2016
Q4 | $21K | Buy |
599
+1
| +0.2% | +$35 | 0.01% | 243 |
|
|
2016
Q3 | $18K | Sell |
598
-1
| -0.2% | -$30 | 0.01% | 243 |
|
|
2016
Q2 | $15K | Buy |
599
+1
| +0.2% | +$25 | 0.01% | 243 |
|
|
2016
Q1 | $20K | Sell |
598
-1
| -0.2% | -$33 | 0.01% | 208 |
|
|
2015
Q4 | $23K | Buy |
+599
| New | +$23K | 0.01% | 189 |
|