EWM
Evercore Wealth Management’s Bread Financial BFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-190
| Closed | -$48K | – | 395 |
|
|
2017
Q4 | $48K | Hold |
190
| – | – | ﹤0.01% | 587 |
|
|
2017
Q3 | $42K | Hold |
190
| – | – | ﹤0.01% | 595 |
|
|
2017
Q2 | $49K | Hold |
190
| – | – | ﹤0.01% | 574 |
|
|
2017
Q1 | $47K | Hold |
190
| – | – | ﹤0.01% | 607 |
|
|
2016
Q4 | $43K | Hold |
190
| – | – | ﹤0.01% | 631 |
|
|
2016
Q3 | $41K | Hold |
190
| – | – | ﹤0.01% | 640 |
|
|
2016
Q2 | $37K | Hold |
190
| – | – | ﹤0.01% | 636 |
|
|
2016
Q1 | $42K | Hold |
190
| – | – | ﹤0.01% | 600 |
|
|
2015
Q4 | $53K | Buy |
+190
| New | +$53K | ﹤0.01% | 582 |
|
|
2015
Q2 | – | Sell |
-13
| Closed | -$4K | – | 1061 |
|
|
2015
Q1 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 933 |
|
|
2014
Q2 | – | Sell |
-235
| Closed | -$64K | – | 1006 |
|
|
2014
Q1 | $64K | Buy |
+235
| New | +$64K | ﹤0.01% | 558 |
|
|
2013
Q4 | – | Sell |
-58
| Closed | -$12K | – | 857 |
|
|
2013
Q3 | $12K | Buy |
+58
| New | +$12K | ﹤0.01% | 737 |
|