Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-48
| Closed | -$8K | – | 307 |
|
|
2016
Q3 | $8K | Hold |
48
| – | – | ﹤0.01% | 806 |
|
|
2016
Q2 | $7K | Hold |
48
| – | – | ﹤0.01% | 837 |
|
|
2016
Q1 | $8K | Sell |
48
-12
| -20% | -$2K | ﹤0.01% | 738 |
|
|
2015
Q4 | $13K | Buy |
60
+12
| +25% | +$2.6K | 0.01% | 693 |
|
|
2015
Q3 | $10K | Hold |
48
| – | – | ﹤0.01% | 753 |
|
|
2015
Q2 | $11K | Hold |
48
| – | – | ﹤0.01% | 762 |
|
|
2015
Q1 | $11K | Buy |
+48
| New | +$11K | ﹤0.01% | 736 |
|