WIA
Westbourne Investment Advisors’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,080
| Closed | -$215K | – | 49 |
|
|
2020
Q2 | $215K | Sell |
6,080
-18,715
| -75% | -$662K | 0.26% | 48 |
|
|
2020
Q1 | $604K | Sell |
24,795
-5,645
| -19% | -$138K | 0.56% | 45 |
|
|
2019
Q4 | $1.32M | Sell |
30,440
-1,535
| -5% | -$66.6K | 0.9% | 32 |
|
|
2019
Q3 | $1.17M | Buy |
31,975
+940
| +3% | +$34.5K | 0.88% | 34 |
|
|
2019
Q2 | $1.3M | Sell |
31,035
-590
| -2% | -$24.8K | 1.06% | 28 |
|
|
2019
Q1 | $1.22M | Buy |
31,625
+645
| +2% | +$24.8K | 0.93% | 31 |
|
|
2018
Q4 | $1.08M | Buy |
30,980
+3,335
| +12% | +$116K | 0.93% | 34 |
|
|
2018
Q3 | $1.18M | Buy |
27,645
+4,525
| +20% | +$194K | 0.86% | 36 |
|
|
2018
Q2 | $998K | Buy |
23,120
+1,920
| +9% | +$82.9K | 0.86% | 40 |
|
|
2018
Q1 | $1.07M | Sell |
21,200
-3,525
| -14% | -$177K | 0.85% | 41 |
|
|
2017
Q4 | $1.26M | Sell |
24,725
-5,280
| -18% | -$270K | 0.96% | 34 |
|
|
2017
Q3 | $1.54M | Sell |
30,005
-8,435
| -22% | -$432K | 1.2% | 26 |
|
|
2017
Q2 | $1.63M | Sell |
38,440
-150
| -0.4% | -$6.35K | 1.32% | 23 |
|
|
2017
Q1 | $1.61M | Sell |
38,590
-2,625
| -6% | -$110K | 1.33% | 23 |
|
|
2016
Q4 | $1.63M | Buy |
41,215
+3,870
| +10% | +$153K | 1.42% | 23 |
|
|
2016
Q3 | $1.31M | Buy |
37,345
+13,920
| +59% | +$490K | 1.16% | 29 |
|
|
2016
Q2 | $692K | Buy |
23,425
+2,590
| +12% | +$76.5K | 0.63% | 50 |
|
|
2016
Q1 | $800K | Buy |
20,835
+3,698
| +22% | +$142K | 0.77% | 44 |
|
|
2015
Q4 | $741K | Sell |
17,137
-1,280
| -7% | -$55.3K | 0.72% | 46 |
|
|
2015
Q3 | $766K | Buy |
18,417
+10,515
| +133% | +$437K | 0.77% | 42 |
|
|
2015
Q2 | $449K | Buy |
+7,902
| New | +$449K | 0.41% | 70 |
|