Laird Norton Wetherby Wealth Management’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,713
| Closed | -$204K | – | 941 |
|
|
2023
Q1 | $204K | Buy |
+4,713
| New | +$204K | 0.01% | 817 |
|
|
2018
Q2 | – | Sell |
-4,904
| Closed | -$216K | – | 647 |
|
|
2018
Q1 | $216K | Buy |
4,904
+179
| +4% | +$7.88K | 0.03% | 586 |
|
|
2017
Q4 | $213K | Buy |
4,725
+95
| +2% | +$4.28K | 0.03% | 581 |
|
|
2017
Q3 | $209K | Buy |
+4,630
| New | +$209K | 0.03% | 555 |
|
|
2016
Q2 | – | Sell |
-6,301
| Closed | -$213K | – | 513 |
|
|
2016
Q1 | $213K | Buy |
+6,301
| New | +$213K | 0.05% | 417 |
|
|
2015
Q3 | – | Sell |
-5,330
| Closed | -$267K | – | 459 |
|
|
2015
Q2 | $267K | Buy |
5,330
+571
| +12% | +$28.6K | 0.06% | 359 |
|
|
2015
Q1 | $254K | Buy |
4,759
+308
| +7% | +$16.4K | 0.06% | 366 |
|
|
2014
Q4 | $215K | Buy |
+4,451
| New | +$215K | 0.05% | 399 |
|
|
2014
Q2 | – | Sell |
-3,698
| Closed | -$200K | – | 437 |
|
|
2014
Q1 | $200K | Buy |
+3,698
| New | +$200K | 0.06% | 398 |
|