Wealthspire Advisors (Maryland)’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,788
| Closed | -$60K | – | 691 |
|
|
2019
Q1 | $60K | Buy |
1,788
+111
| +7% | +$3.73K | ﹤0.01% | 833 |
|
|
2018
Q4 | $51K | Buy |
1,677
+75
| +5% | +$2.28K | ﹤0.01% | 846 |
|
|
2018
Q3 | $60K | Sell |
1,602
-205
| -11% | -$7.68K | ﹤0.01% | 898 |
|
|
2018
Q2 | $69K | Buy |
1,807
+467
| +35% | +$17.8K | 0.01% | 854 |
|
|
2018
Q1 | $59K | Sell |
1,340
-96
| -7% | -$4.23K | 0.01% | 914 |
|
|
2017
Q4 | $65K | Buy |
1,436
+293
| +26% | +$13.3K | 0.01% | 896 |
|
|
2017
Q3 | $52K | Buy |
1,143
+87
| +8% | +$3.96K | 0.01% | 966 |
|
|
2017
Q2 | $39K | Buy |
1,056
+412
| +64% | +$15.2K | ﹤0.01% | 1024 |
|
|
2017
Q1 | $24K | Buy |
644
+233
| +57% | +$8.68K | ﹤0.01% | 1017 |
|
|
2016
Q4 | $14K | Buy |
411
+113
| +38% | +$3.85K | ﹤0.01% | 1109 |
|
|
2016
Q3 | $9K | Buy |
298
+33
| +12% | +$997 | ﹤0.01% | 1264 |
|
|
2016
Q2 | $7K | Buy |
265
+3
| +1% | +$79 | ﹤0.01% | 1261 |
|
|
2016
Q1 | $9K | Sell |
262
-1,514
| -85% | -$52K | ﹤0.01% | 1206 |
|
|
2015
Q4 | $68K | Buy |
+1,776
| New | +$68K | 0.01% | 629 |
|