Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,284
| Closed | -$599K | – | 198 |
|
|
2016
Q4 | $599K | Hold |
3,284
| – | – | 0.12% | 83 |
|
|
2016
Q3 | $562K | Sell |
3,284
-188
| -5% | -$32.2K | 0.14% | 82 |
|
|
2016
Q2 | $543K | Hold |
3,472
| – | – | 0.14% | 74 |
|
|
2016
Q1 | $610K | Hold |
3,472
| – | – | 0.16% | 65 |
|
|
2015
Q4 | $766K | Hold |
3,472
| – | – | 0.22% | 46 |
|
|
2015
Q3 | $718K | Buy |
+3,472
| New | +$718K | 0.22% | 47 |
|