Lido Advisors’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 | – | Sell |
-3,910
| Closed | -$219K | – | 828 |
|
|
2022
Q1 | $219K | Sell |
3,910
-10
| -0.3% | -$560 | ﹤0.01% | 818 |
|
|
2021
Q4 | $260K | Sell |
3,920
-992
| -20% | -$65.8K | ﹤0.01% | 759 |
|
|
2021
Q3 | $395K | Buy |
4,912
+17
| +0.3% | +$1.37K | 0.01% | 579 |
|
|
2021
Q2 | $407K | Hold |
4,895
| – | – | 0.01% | 515 |
|
|
2021
Q1 | $438K | Sell |
4,895
-12
| -0.2% | -$1.07K | 0.01% | 472 |
|
|
2020
Q4 | $290K | Buy |
+4,907
| New | +$290K | 0.01% | 560 |
|