EWA
EP Wealth Advisors’s Bread Financial BFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,057
| Closed | -$2.14M | – | 193 |
|
|
2018
Q1 | $2.14M | Buy |
+10,057
| New | +$2.14M | 0.21% | 66 |
|
|
2017
Q2 | – | Sell |
-1,403
| Closed | -$349K | – | 180 |
|
|
2017
Q1 | $349K | Buy |
1,403
+5
| +0.4% | +$1.24K | 0.05% | 104 |
|
|
2016
Q4 | $319K | Buy |
1,398
+266
| +23% | +$60.7K | 0.05% | 103 |
|
|
2016
Q3 | $243K | Buy |
+1,132
| New | +$243K | 0.04% | 120 |
|