Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $21K | Hold |
565
| – | – | 0.01% | 113 |
|
|
2022
Q1 | $32K | Hold |
565
| – | – | 0.01% | 84 |
|
|
2021
Q4 | $38K | Sell |
565
-143
| -20% | -$9.62K | 0.02% | 82 |
|
|
2021
Q3 | $57K | Hold |
708
| – | – | 0.03% | 58 |
|
|
2021
Q2 | $59K | Buy |
+708
| New | +$59K | 0.03% | 58 |
|
|
2020
Q1 | – | Sell |
-708
| Closed | -$63K | – | 382 |
|
|
2019
Q4 | $63K | Buy |
+708
| New | +$63K | 0.02% | 103 |
|
|
2019
Q2 | $98K | Hold |
873
| – | – | 0.03% | 84 |
|
|
2019
Q1 | $98K | Hold |
873
| – | – | 0.03% | 84 |
|
|
2018
Q4 | $105K | Buy |
+873
| New | +$105K | 0.04% | 204 |
|