Mount Yale Investment Advisors’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,875
| Closed | -$238K | – | 337 |
|
|
2020
Q1 | $238K | Sell |
8,875
-347
| -4% | -$9.31K | 0.05% | 255 |
|
|
2019
Q4 | $757K | Buy |
9,222
+3,229
| +54% | +$265K | 0.13% | 137 |
|
|
2019
Q3 | $520K | Buy |
5,993
+1,113
| +23% | +$96.6K | 0.09% | 185 |
|
|
2019
Q2 | $597K | Buy |
4,880
+1,303
| +36% | +$159K | 0.11% | 152 |
|
|
2019
Q1 | $500K | Buy |
3,577
+325
| +10% | +$45.4K | 0.09% | 176 |
|
|
2018
Q4 | $428K | Buy |
3,252
+731
| +29% | +$96.2K | 0.09% | 209 |
|
|
2018
Q3 | $428K | Buy |
2,521
+2,490
| +8,032% | +$423K | 0.07% | 204 |
|
|
2018
Q2 | $6K | Hold |
31
| – | – | ﹤0.01% | 885 |
|
|
2018
Q1 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 881 |
|