Pathstone Family Office’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,204
| Closed | -$493K | – | 1225 |
|
|
2022
Q4 | $493K | Buy |
+15,204
| New | +$493K | ﹤0.01% | 1107 |
|
|
2021
Q1 | – | Sell |
-40
| Closed | -$2K | – | 711 |
|
|
2020
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 999 |
|
|
2017
Q2 | – | Sell |
-5
| Closed | -$1K | – | 407 |
|
|
2017
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 432 |
|