Wealthfront’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,428
| Closed | -$206K | – | 513 |
|
|
2018
Q2 | $206K | Sell |
5,428
-974
| -15% | -$37K | ﹤0.01% | 491 |
|
|
2018
Q1 | $283K | Sell |
6,402
-2,509
| -28% | -$111K | ﹤0.01% | 445 |
|
|
2017
Q4 | $401K | Buy |
8,911
+2,854
| +47% | +$128K | ﹤0.01% | 393 |
|
|
2017
Q3 | $273K | Buy |
6,057
+312
| +5% | +$14.1K | ﹤0.01% | 437 |
|
|
2017
Q2 | $214K | Sell |
5,745
-556
| -9% | -$20.7K | ﹤0.01% | 443 |
|
|
2017
Q1 | $232K | Buy |
+6,301
| New | +$232K | ﹤0.01% | 392 |
|
|
2015
Q4 | – | Sell |
-1,879
| Closed | -$69K | – | 387 |
|
|
2015
Q3 | $69K | Buy |
1,879
+435
| +30% | +$16K | ﹤0.01% | 468 |
|
|
2015
Q2 | $72K | Buy |
1,444
+372
| +35% | +$18.5K | ﹤0.01% | 459 |
|
|
2015
Q1 | $57K | Buy |
1,072
+39
| +4% | +$2.07K | ﹤0.01% | 469 |
|
|
2014
Q4 | $50K | Buy |
1,033
+775
| +300% | +$37.5K | ﹤0.01% | 478 |
|
|
2014
Q3 | $12K | Sell |
258
-416
| -62% | -$19.3K | ﹤0.01% | 525 |
|
|
2014
Q2 | $40K | Buy |
674
+264
| +64% | +$15.7K | ﹤0.01% | 404 |
|
|
2014
Q1 | $23K | Buy |
+410
| New | +$23K | ﹤0.01% | 405 |
|