Financial Engines Advisors’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,779
| Closed | -$248K | – | 102 |
|
|
2019
Q1 | $248K | Buy |
1,779
+54
| +3% | +$7.53K | ﹤0.01% | 99 |
|
|
2018
Q4 | $207K | Buy |
1,725
+284
| +20% | +$34.1K | ﹤0.01% | 99 |
|
|
2018
Q3 | $272K | Sell |
1,441
-1,292
| -47% | -$244K | 0.01% | 54 |
|
|
2018
Q2 | $509K | Buy |
2,733
+952
| +53% | +$177K | 0.01% | 50 |
|
|
2018
Q1 | $303K | Sell |
1,781
-154
| -8% | -$26.2K | 0.01% | 54 |
|
|
2017
Q4 | $391K | Buy |
1,935
+425
| +28% | +$85.9K | 0.01% | 52 |
|
|
2017
Q3 | $267K | Sell |
1,510
-562
| -27% | -$99.4K | 0.01% | 57 |
|
|
2017
Q2 | $424K | Sell |
2,072
-784
| -27% | -$160K | 0.02% | 48 |
|
|
2017
Q1 | $568K | Buy |
+2,856
| New | +$568K | 0.03% | 41 |
|