Obermeyer Wealth Partners’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,453
| Closed | -$245K | – | 113 |
|
|
2017
Q4 | $245K | Hold |
5,453
| – | – | 0.02% | 107 |
|
|
2017
Q3 | $246K | Sell |
5,453
-137
| -2% | -$6.18K | 0.02% | 104 |
|
|
2017
Q2 | $208K | Buy |
5,590
+137
| +3% | +$5.1K | 0.02% | 119 |
|
|
2017
Q1 | $201K | Buy |
+5,453
| New | +$201K | 0.02% | 126 |
|
|
2016
Q1 | – | Sell |
-5,453
| Closed | -$208K | – | 125 |
|
|
2015
Q4 | $208K | Buy |
+5,453
| New | +$208K | 0.02% | 116 |
|
|
2015
Q3 | – | Sell |
-5,453
| Closed | -$273K | – | 119 |
|
|
2015
Q2 | $273K | Hold |
5,453
| – | – | 0.02% | 109 |
|
|
2015
Q1 | $290K | Hold |
5,453
| – | – | 0.02% | 117 |
|
|
2014
Q4 | $264K | Buy |
+5,453
| New | +$264K | 0.02% | 121 |
|