Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-31
| Closed | -$2.61K | – | 953 |
|
|
2021
Q2 | $2.61K | Hold |
31
| – | – | ﹤0.01% | 824 |
|
|
2021
Q1 | $2.8K | Hold |
31
| – | – | ﹤0.01% | 848 |
|
|
2020
Q4 | $1.85K | Buy |
31
+3
| +11% | +$179 | ﹤0.01% | 934 |
|
|
2020
Q3 | $924 | Hold |
28
| – | – | ﹤0.01% | 815 |
|
|
2020
Q2 | $993 | Hold |
28
| – | – | ﹤0.01% | 816 |
|
|
2020
Q1 | $740 | Hold |
28
| – | – | ﹤0.01% | 808 |
|
|
2019
Q4 | $2.47K | Hold |
28
| – | – | ﹤0.01% | 807 |
|
|
2019
Q3 | $2.82K | Buy |
+28
| New | +$2.82K | ﹤0.01% | 808 |
|