Golden State Wealth Management’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,880
| Closed | -$63K | – | 245 |
|
|
2020
Q3 | $63K | Buy |
+1,880
| New | +$63K | 0.02% | 309 |
|
|
2020
Q2 | – | Sell |
-1,362
| Closed | -$37K | – | 250 |
|
|
2020
Q1 | $37K | Buy |
+1,362
| New | +$37K | 0.02% | 406 |
|
|
2019
Q4 | – | Sell |
-88
| Closed | -$9K | – | 131 |
|
|
2019
Q3 | $9K | Hold |
88
| – | – | ﹤0.01% | 764 |
|
|
2019
Q2 | $9K | Hold |
88
| – | – | ﹤0.01% | 763 |
|
|
2019
Q1 | $12K | Buy |
+88
| New | +$12K | ﹤0.01% | 731 |
|