LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s BorgWarner BWA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-80	Closed	-$3K	–	681
2019 Q2	$3K	Sell	80 -680	-89%	-$25.5K	﹤0.01%	638
2019 Q1	$29K	Sell	760 -240	-24%	-$9.17K	﹤0.01%	472
2018 Q4	$35K	Hold	1,000	–	–	﹤0.01%	446
2018 Q3	$43K	Hold	1,000	–	–	﹤0.01%	436
2018 Q2	$43K	Hold	1,000	–	–	﹤0.01%	441
2018 Q1	$50K	Hold	1,000	–	–	﹤0.01%	446
2017 Q4	$51K	Hold	1,000	–	–	﹤0.01%	429
2017 Q3	$51K	Hold	1,000	–	–	﹤0.01%	426
2017 Q2	$47K	Hold	1,000	–	–	﹤0.01%	423
2017 Q1	$42K	Hold	1,000	–	–	﹤0.01%	429
2016 Q4	$39K	Hold	1,000	–	–	﹤0.01%	413
2016 Q3	$35K	Hold	1,000	–	–	﹤0.01%	429
2016 Q2	$30K	Hold	1,000	–	–	﹤0.01%	446
2016 Q1	$38K	Buy	+1,000	New	+$38K	﹤0.01%	429
2015 Q4	–	Sell	-1,000	Closed	-$57K	–	645
2015 Q3	$57K	Hold	1,000	–	–	﹤0.01%	406
2015 Q2	$57K	Hold	1,000	–	–	﹤0.01%	406
2015 Q1	$60K	Hold	1,000	–	–	﹤0.01%	415
2014 Q4	$55K	Hold	1,000	–	–	﹤0.01%	417
2014 Q3	$53K	Sell	1,000 -94	-9%	-$4.99K	﹤0.01%	405
2014 Q2	$71K	Hold	1,094	–	–	﹤0.01%	393
2014 Q1	$67K	Hold	1,094	–	–	﹤0.01%	386
2013 Q4	$61K	Buy	1,094 +594	+119%	+$5.25K	﹤0.01%	377
2013 Q3	$51K	Hold	500	–	–	﹤0.01%	367
2013 Q2	$43K	Buy	+500	New	+$43K	﹤0.01%	402