WFG Advisors’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $86K | Hold |
2,309
| – | – | 0.02% | 560 |
|
|
2017
Q1 | $85K | Hold |
2,309
| – | – | 0.02% | 525 |
|
|
2016
Q4 | $80K | Hold |
2,309
| – | – | 0.02% | 589 |
|
|
2016
Q3 | $72K | Hold |
2,309
| – | – | 0.02% | 614 |
|
|
2016
Q2 | $60K | Sell |
2,309
-1,236
| -35% | -$32.1K | 0.02% | 641 |
|
|
2016
Q1 | $120K | Buy |
3,545
+753
| +27% | +$25.5K | 0.03% | 432 |
|
|
2015
Q4 | $106K | Buy |
2,792
+1,388
| +99% | +$52.7K | 0.03% | 454 |
|
|
2015
Q3 | $51K | Sell |
1,404
-133
| -9% | -$4.83K | 0.02% | 631 |
|
|
2015
Q2 | $77K | Hold |
1,537
| – | – | 0.02% | 604 |
|
|
2015
Q1 | $82K | Sell |
1,537
-459
| -23% | -$24.5K | 0.02% | 589 |
|
|
2014
Q4 | $97K | Buy |
1,996
+320
| +19% | +$15.6K | 0.02% | 647 |
|
|
2014
Q3 | $78K | Hold |
1,676
| – | – | 0.01% | 746 |
|
|
2014
Q2 | $96K | Hold |
1,676
| – | – | 0.02% | 674 |
|
|
2014
Q1 | $91K | Sell |
1,676
-125
| -7% | -$6.79K | 0.02% | 666 |
|
|
2013
Q4 | $89K | Buy |
1,801
+29
| +2% | +$1.43K | 0.01% | 786 |
|
|
2013
Q3 | $79K | Buy |
1,772
+522
| +42% | +$23.3K | 0.01% | 776 |
|
|
2013
Q2 | $47K | Buy |
+1,250
| New | +$47K | 0.01% | 901 |
|