Financial Gravity Asset Management’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-38
| Closed | -$66 | – | 1182 |
|
|
2022
Q4 | $66 | Buy |
+38
| New | +$66 | ﹤0.01% | 1186 |
|
|
2020
Q2 | – | Sell |
-29
| Closed | -$762 | – | 100 |
|
|
2020
Q1 | $762 | Buy |
+29
| New | +$762 | ﹤0.01% | 503 |
|
|
2019
Q4 | – | Sell |
-29
| Closed | -$3K | – | 1400 |
|
|
2019
Q3 | $3K | Buy |
29
+1
| +4% | +$103 | ﹤0.01% | 781 |
|
|
2019
Q2 | $3K | Buy |
28
+12
| +75% | +$1.29K | ﹤0.01% | 770 |
|
|
2019
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 909 |
|
|
2018
Q2 | – | Sell |
-85
| Closed | -$14K | – | 1414 |
|
|
2018
Q1 | $14K | Buy |
+85
| New | +$14K | 0.01% | 539 |
|