OAM
Optimal Asset Management’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.71M | Buy |
39,505
+10
| +0% | +$432 | 0.21% | 161 |
|
|
2021
Q2 | $1.92M | Hold |
39,495
| – | – | 0.23% | 161 |
|
|
2021
Q1 | $1.83M | Sell |
39,495
-9,499
| -19% | -$440K | 0.24% | 149 |
|
|
2020
Q4 | $1.89M | Hold |
48,994
| – | – | 0.27% | 128 |
|
|
2020
Q3 | $1.9M | Sell |
48,994
-6,153
| -11% | -$238K | 0.27% | 126 |
|
|
2020
Q2 | $1.95M | Sell |
55,147
-17,796
| -24% | -$628K | 0.32% | 110 |
|
|
2020
Q1 | $1.78K | Buy |
72,943
+47,370
| +185% | +$1.16K | 0.17% | 207 |
|
|
2019
Q4 | $1.11M | Buy |
+25,573
| New | +$1.11M | 0.17% | 222 |
|