WP
WMS Partners’s BorgWarner BWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,320
| Closed | -$246K | – | 208 |
|
|
2015
Q2 | $246K | Buy |
4,320
+104
| +2% | +$5.92K | 0.03% | 236 |
|
|
2015
Q1 | $255K | Buy |
4,216
+457
| +12% | +$27.6K | 0.03% | 223 |
|
|
2014
Q4 | $207K | Buy |
+3,759
| New | +$207K | 0.03% | 199 |
|
|
2014
Q3 | – | Sell |
-3,700
| Closed | -$241K | – | 237 |
|
|
2014
Q2 | $241K | Hold |
3,700
| – | – | 0.04% | 218 |
|
|
2014
Q1 | $227K | Buy |
+3,700
| New | +$227K | 0.04% | 218 |
|
|
2013
Q3 | – | Sell |
-2,600
| Closed | -$224K | – | 204 |
|
|
2013
Q2 | $224K | Buy |
+2,600
| New | +$224K | 0.04% | 199 |
|