WA
WealthTrust-Arizona’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $47K | Buy |
1,355
+209
| +18% | +$7.25K | 0.03% | 157 |
|
|
2018
Q3 | $49K | Sell |
1,146
-258
| -18% | -$11K | 0.02% | 162 |
|
|
2018
Q2 | $61K | Sell |
1,404
-360
| -20% | -$15.6K | 0.03% | 130 |
|
|
2018
Q1 | $89K | Hold |
1,764
| – | – | 0.05% | 107 |
|
|
2017
Q4 | $90K | Hold |
1,764
| – | – | 0.04% | 112 |
|
|
2017
Q3 | $90K | Buy |
1,764
+159
| +10% | +$8.11K | 0.05% | 106 |
|
|
2017
Q2 | $68K | Buy |
1,605
+82
| +5% | +$3.47K | 0.04% | 126 |
|
|
2017
Q1 | $64K | Hold |
1,523
| – | – | 0.03% | 134 |
|
|
2016
Q4 | $60K | Buy |
1,523
+370
| +32% | +$14.6K | 0.03% | 135 |
|
|
2016
Q3 | $41K | Buy |
1,153
+60
| +5% | +$2.13K | 0.02% | 162 |
|
|
2016
Q2 | $32K | Sell |
1,093
-102
| -9% | -$2.99K | 0.02% | 187 |
|
|
2016
Q1 | $46K | Buy |
1,195
+28
| +2% | +$1.08K | 0.03% | 149 |
|
|
2015
Q4 | $50K | Sell |
1,167
-774
| -40% | -$33.2K | 0.03% | 149 |
|
|
2015
Q3 | $81K | Sell |
1,941
-87
| -4% | -$3.63K | 0.05% | 100 |
|
|
2015
Q2 | $115K | Buy |
2,028
+23
| +1% | +$1.3K | 0.07% | 85 |
|
|
2015
Q1 | $121K | Buy |
2,005
+17
| +0.9% | +$1.03K | 0.07% | 83 |
|
|
2014
Q4 | $109K | Sell |
1,988
-349
| -15% | -$19.1K | 0.09% | 87 |
|
|
2014
Q3 | $123K | Buy |
2,337
+824
| +54% | +$43.4K | 0.14% | 83 |
|
|
2014
Q2 | $99K | Sell |
1,513
-22
| -1% | -$1.44K | 0.11% | 109 |
|
|
2014
Q1 | $94K | Sell |
1,535
-449
| -23% | -$27.5K | 0.11% | 106 |
|
|
2013
Q4 | $111K | Buy |
1,984
+973
| +96% | +$54.4K | 0.13% | 84 |
|
|
2013
Q3 | $103K | Sell |
1,011
-414
| -29% | -$42.2K | 0.13% | 89 |
|
|
2013
Q2 | $123K | Buy |
+1,425
| New | +$123K | 0.17% | 67 |
|