Avior Wealth Management’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10
| Closed | -$372 | – | 2427 |
|
|
2024
Q1 | $372 | Buy |
+10
| New | +$372 | ﹤0.01% | 2654 |
|
|
2020
Q1 | – | Sell |
-2,506
| Closed | -$224K | – | 770 |
|
|
2019
Q4 | $224K | Buy |
2,506
+25
| +1% | +$2.24K | 0.04% | 361 |
|
|
2019
Q3 | $253K | Hold |
2,481
| – | – | 0.04% | 330 |
|
|
2019
Q2 | $277K | Hold |
2,481
| – | – | 0.05% | 311 |
|
|
2019
Q1 | $346K | Hold |
2,481
| – | – | 0.07% | 252 |
|
|
2018
Q4 | $297K | Hold |
2,481
| – | – | 0.07% | 241 |
|
|
2018
Q3 | $468K | Hold |
2,481
| – | – | 0.1% | 195 |
|
|
2018
Q2 | $462K | Hold |
2,481
| – | – | 0.1% | 183 |
|
|
2018
Q1 | $421K | Buy |
2,481
+752
| +43% | +$128K | 0.1% | 192 |
|
|
2017
Q4 | $350K | Buy |
+1,729
| New | +$350K | 0.08% | 218 |
|