Advisornet Financial’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14
| Closed | -$424 | – | 2351 |
|
|
2023
Q1 | $424 | Buy |
14
+2
| +17% | +$61 | ﹤0.01% | 2108 |
|
|
2022
Q4 | $452 | Buy |
+12
| New | +$452 | ﹤0.01% | 2058 |
|
|
2022
Q2 | – | Sell |
-600
| Closed | -$34K | – | 1871 |
|
|
2022
Q1 | $34K | Hold |
600
| – | – | ﹤0.01% | 1078 |
|
|
2021
Q4 | $40K | Sell |
600
-241
| -29% | -$16.1K | ﹤0.01% | 1080 |
|
|
2021
Q3 | $68K | Buy |
841
+752
| +845% | +$60.8K | ﹤0.01% | 908 |
|
|
2021
Q2 | $7K | Hold |
89
| – | – | ﹤0.01% | 1474 |
|
|
2021
Q1 | $8K | Hold |
89
| – | – | ﹤0.01% | 1386 |
|
|
2020
Q4 | $5K | Hold |
89
| – | – | ﹤0.01% | 1419 |
|
|
2020
Q3 | $3K | Hold |
89
| – | – | ﹤0.01% | 1463 |
|
|
2020
Q2 | $3K | Hold |
89
| – | – | ﹤0.01% | 1496 |
|
|
2020
Q1 | $2K | Buy |
+89
| New | +$2K | ﹤0.01% | 1547 |
|
|
2019
Q4 | – | Sell |
-45
| Closed | -$5K | – | 1846 |
|
|
2019
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 1532 |
|
|
2019
Q2 | $5K | Hold |
45
| – | – | ﹤0.01% | 1368 |
|
|
2019
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 1275 |
|
|
2018
Q4 | $5K | Hold |
45
| – | – | ﹤0.01% | 1221 |
|
|
2018
Q3 | $9K | Hold |
45
| – | – | ﹤0.01% | 1140 |
|
|
2018
Q2 | $8K | Sell |
45
-8
| -15% | -$1.42K | ﹤0.01% | 1186 |
|
|
2018
Q1 | $9K | Buy |
53
+8
| +18% | +$1.36K | ﹤0.01% | 1113 |
|
|
2017
Q4 | $9K | Buy |
+45
| New | +$9K | ﹤0.01% | 1016 |
|