YorkBridge Wealth Partners’s BorgWarner BWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-31
| Closed | -$1K | – | 235 |
|
|
2019
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 719 |
|
|
2019
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 719 |
|
|
2018
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 702 |
|
|
2018
Q3 | $1K | Sell |
31
-375
| -92% | -$12.1K | ﹤0.01% | 725 |
|
|
2018
Q2 | $15K | Hold |
406
| – | – | 0.01% | 581 |
|
|
2018
Q1 | $19K | Hold |
406
| – | – | 0.01% | 533 |
|
|
2017
Q4 | $19K | Buy |
406
+375
| +1,210% | +$17.5K | 0.01% | 527 |
|
|
2017
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 832 |
|
|
2017
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 825 |
|
|
2017
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 815 |
|
|
2016
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 819 |
|