DPW
DiNuzzo Private Wealth’s Bread Financial BFH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $686 | Buy |
12
+2
| +20% | +$114 | ﹤0.01% | 980 |
|
2025
Q1 | $501 | Hold |
10
| – | – | ﹤0.01% | 1045 |
|
2024
Q4 | $611 | Sell |
10
-1
| -9% | -$61 | ﹤0.01% | 1017 |
|
2024
Q3 | $524 | Buy |
11
+4
| +57% | +$191 | ﹤0.01% | 1096 |
|
2024
Q2 | $312 | Buy |
7
+1
| +17% | +$45 | ﹤0.01% | 1176 |
|
2024
Q1 | $224 | Sell |
6
-2
| -25% | -$75 | ﹤0.01% | 1183 |
|
2023
Q4 | $264 | Buy |
+8
| New | +$264 | ﹤0.01% | 1163 |
|