Prestige Wealth Management Group’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 |
-16
| Closed | -$603 | – | 1065 |
|
|
2022
Q4 | $603 | Hold |
16
| – | – | ﹤0.01% | 1032 |
|
|
2022
Q3 | $1K | Sell |
16
-4
| -20% | -$250 | ﹤0.01% | 810 |
|
|
2022
Q2 | $1K | Buy |
20
+9
| +82% | +$450 | ﹤0.01% | 824 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 845 |
|
|
2021
Q4 | $1K | Sell |
11
-3
| -21% | -$273 | ﹤0.01% | 870 |
|
|
2021
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 863 |
|
|
2021
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 858 |
|
|
2021
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 852 |
|
|
2020
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 820 |
|
|
2019
Q1 | – | Sell |
-35
| Closed | -$4K | – | 566 |
|
|
2018
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 625 |
|