Joel Isaacson & Co’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-439
| Closed | -$80K | – | 215 |
|
|
2016
Q4 | $80K | Hold |
439
| – | – | 0.02% | 246 |
|
|
2016
Q3 | $75K | Hold |
439
| – | – | 0.02% | 269 |
|
|
2016
Q2 | $69K | Hold |
439
| – | – | 0.01% | 276 |
|
|
2016
Q1 | $77K | Hold |
439
| – | – | 0.02% | 276 |
|
|
2015
Q4 | $97K | Hold |
439
| – | – | 0.02% | 235 |
|
|
2015
Q3 | $91K | Hold |
439
| – | – | 0.02% | 244 |
|
|
2015
Q2 | $102K | Hold |
439
| – | – | 0.03% | 249 |
|
|
2015
Q1 | $104K | Hold |
439
| – | – | 0.03% | 251 |
|
|
2014
Q4 | $100K | Buy |
+439
| New | +$100K | 0.03% | 229 |
|