B. Riley Wealth Advisors’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,747
| Closed | -$306K | – | 1486 |
|
|
2023
Q2 | $306K | Buy |
+9,747
| New | +$306K | 0.01% | 1110 |
|
|
2015
Q3 | – | Sell |
-1,353
| Closed | -$316K | – | 567 |
|
|
2015
Q2 | $316K | Sell |
1,353
-187
| -12% | -$43.7K | 0.08% | 318 |
|
|
2015
Q1 | $364K | Sell |
1,540
-1,289
| -46% | -$305K | 0.09% | 299 |
|
|
2014
Q4 | $3.24K | Buy |
2,829
+1,280
| +83% | +$1.46K | 0.07% | 366 |
|
|
2014
Q3 | $307K | Sell |
1,549
-1,230
| -44% | -$244K | 0.08% | 354 |
|
|
2014
Q2 | $280K | Buy |
2,779
+1,174
| +73% | +$118K | 0.07% | 339 |
|
|
2014
Q1 | $349K | Buy |
+1,605
| New | +$349K | 0.11% | 231 |
|