TrueWealth LLC’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $6K | Hold |
179
| – | – | ﹤0.01% | 541 |
|
2020
Q1 | $4K | Hold |
179
| – | – | ﹤0.01% | 570 |
|
2019
Q4 | $7K | Hold |
179
| – | – | ﹤0.01% | 512 |
|
2019
Q3 | $6K | Hold |
179
| – | – | ﹤0.01% | 529 |
|
2019
Q2 | $7K | Hold |
179
| – | – | ﹤0.01% | 509 |
|
2019
Q1 | $6K | Hold |
179
| – | – | ﹤0.01% | 533 |
|
2018
Q4 | $5K | Sell |
179
-142
| -44% | -$3.97K | ﹤0.01% | 539 |
|
2018
Q3 | $12K | Hold |
321
| – | – | 0.01% | 448 |
|
2018
Q2 | $12K | Buy |
321
+130
| +68% | +$4.86K | 0.01% | 451 |
|
2018
Q1 | $8K | Hold |
191
| – | – | ﹤0.01% | 488 |
|
2017
Q4 | $9K | Buy |
+191
| New | +$9K | ﹤0.01% | 524 |
|