OneDigital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-73
| Closed | -$14K | – | 1116 |
|
|
2018
Q3 | $14K | Hold |
73
| – | – | ﹤0.01% | 758 |
|
|
2018
Q2 | $14K | Sell |
73
-90
| -55% | -$17.3K | ﹤0.01% | 944 |
|
|
2018
Q1 | $28K | Hold |
163
| – | – | 0.01% | 681 |
|
|
2017
Q4 | $33K | Hold |
163
| – | – | ﹤0.01% | 626 |
|
|
2017
Q3 | $29K | Hold |
163
| – | – | 0.01% | 518 |
|
|
2017
Q2 | $33K | Buy |
+163
| New | +$33K | 0.01% | 583 |
|