Berman Capital Advisors’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 | $60K | Buy |
762
+396
| +108% | +$31.2K | 0.01% | 603 |
|
|
2021
Q2 | $30K | Sell |
366
-9
| -2% | -$738 | ﹤0.01% | 764 |
|
|
2021
Q1 | $32K | Buy |
375
+32
| +9% | +$2.73K | 0.01% | 628 |
|
|
2020
Q4 | $19K | Sell |
343
-28
| -8% | -$1.55K | ﹤0.01% | 680 |
|
|
2020
Q3 | $12K | Buy |
371
+142
| +62% | +$4.59K | ﹤0.01% | 734 |
|
|
2020
Q2 | $7K | Buy |
229
+208
| +990% | +$6.36K | ﹤0.01% | 866 |
|
|
2020
Q1 | $0 | Sell |
21
-7
| -25% | – | ﹤0.01% | 1466 |
|
|
2019
Q4 | $2K | Sell |
28
-15
| -35% | -$1.07K | ﹤0.01% | 1171 |
|
|
2019
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 985 |
|
|
2019
Q2 | $4K | Buy |
43
+20
| +87% | +$1.86K | ﹤0.01% | 1001 |
|
|
2019
Q1 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 977 |
|