WealthTrust-Arizona’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $47K | Buy |
1,539
+237
| +18% | +$7.94K | 0.03% | 157 |
|
|
2018
Q3 | $49K | Sell |
1,302
-293
| -18% | -$11.5K | 0.02% | 162 |
|
|
2018
Q2 | $61K | Sell |
1,595
-409
| -20% | -$18K | 0.03% | 130 |
|
|
2018
Q1 | $89K | Hold |
2,004
| – | – | 0.05% | 107 |
|
|
2017
Q4 | $90K | Hold |
2,004
| – | – | 0.04% | 112 |
|
|
2017
Q3 | $90K | Buy |
2,004
+181
| +10% | +$7.39K | 0.05% | 106 |
|
|
2017
Q2 | $68K | Buy |
1,823
+93
| +5% | +$3.37K | 0.04% | 126 |
|
|
2017
Q1 | $64K | Hold |
1,730
| – | – | 0.03% | 134 |
|
|
2016
Q4 | $60K | Buy |
1,730
+420
| +32% | +$13.5K | 0.03% | 135 |
|
|
2016
Q3 | $41K | Buy |
1,310
+68
| +5% | +$2K | 0.02% | 162 |
|
|
2016
Q2 | $32K | Sell |
1,242
-116
| -9% | -$3.51K | 0.02% | 187 |
|
|
2016
Q1 | $46K | Buy |
1,358
+32
| +2% | +$949 | 0.03% | 149 |
|
|
2015
Q4 | $50K | Sell |
1,326
-879
| -40% | -$33K | 0.03% | 149 |
|
|
2015
Q3 | $81K | Sell |
2,205
-99
| -4% | -$4.12K | 0.05% | 100 |
|
|
2015
Q2 | $115K | Buy |
2,304
+26
| +1% | +$1.39K | 0.07% | 85 |
|
|
2015
Q1 | $121K | Buy |
2,278
+20
| +0.9% | +$1.02K | 0.07% | 83 |
|
|
2014
Q4 | $109K | Sell |
2,258
-397
| -15% | -$19.3K | 0.09% | 87 |
|
|
2014
Q3 | $123K | Buy |
2,655
+936
| +54% | +$51.3K | 0.14% | 83 |
|
|
2014
Q2 | $99K | Sell |
1,719
-25
| -1% | -$1.38K | 0.11% | 109 |
|
|
2014
Q1 | $94K | Sell |
1,744
-510
| -23% | -$26K | 0.11% | 106 |
|
|
2013
Q4 | $111K | Sell |
2,254
-43
| -2% | -$1.99K | 0.13% | 84 |
|
|
2013
Q3 | $103K | Sell |
2,297
-941
| -29% | -$39.5K | 0.13% | 89 |
|
|
2013
Q2 | $123K | Buy |
+3,238
| New | +$114K | 0.17% | 67 |
|
Other funds holding BWA
ATO
BCIM
