CSat Investment Advisory’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-962
| Closed | -$26K | – | 1104 |
|
|
2020
Q1 | $26K | Sell |
962
-37
| -4% | -$1K | 0.01% | 676 |
|
|
2019
Q4 | $89K | Buy |
999
+302
| +43% | +$26.9K | 0.02% | 387 |
|
|
2019
Q3 | $71K | Buy |
697
+151
| +28% | +$15.4K | 0.02% | 385 |
|
|
2019
Q2 | $61K | Buy |
546
+262
| +92% | +$29.3K | 0.02% | 408 |
|
|
2019
Q1 | $40K | Buy |
284
+58
| +26% | +$8.17K | 0.02% | 183 |
|
|
2018
Q4 | $27K | Buy |
226
+128
| +131% | +$15.3K | 0.02% | 208 |
|
|
2018
Q3 | $18K | Buy |
98
+8
| +9% | +$1.47K | 0.01% | 239 |
|
|
2018
Q2 | $17K | Buy |
+90
| New | +$17K | 0.01% | 228 |
|