Bar Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,253
| Closed | -$249K | – | 316 |
|
|
2017
Q1 | $249K | Hold |
1,253
| – | – | 0.03% | 291 |
|
|
2016
Q4 | $229K | Buy |
+1,253
| New | +$229K | 0.03% | 329 |
|
|
2016
Q2 | – | Sell |
-1,204
| Closed | -$211K | – | 322 |
|
|
2016
Q1 | $211K | Sell |
1,204
-145
| -11% | -$25.4K | 0.03% | 292 |
|
|
2015
Q4 | $298K | Buy |
+1,349
| New | +$298K | 0.04% | 234 |
|