Dynamic Advisor Solutions’s Bread Financial BFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,552
| Closed | -$217K | – | 501 |
|
|
2019
Q1 | $217K | Sell |
1,552
-77
| -5% | -$10.8K | 0.04% | 360 |
|
|
2018
Q4 | $231K | Sell |
1,629
-1,491
| -48% | -$211K | 0.05% | 329 |
|
|
2018
Q3 | $588K | Buy |
3,120
+353
| +13% | +$66.5K | 0.12% | 196 |
|
|
2018
Q2 | $515K | Buy |
2,767
+1,544
| +126% | +$287K | 0.12% | 204 |
|
|
2018
Q1 | $208K | Buy |
+1,223
| New | +$208K | 0.05% | 329 |
|