Seven Bridges Advisors’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-11,455
| Closed | -$2.03M | – | 120 |
|
|
2017
Q3 | $2.03M | Buy |
11,455
+1,776
| +18% | +$314K | 1.7% | 9 |
|
|
2017
Q2 | $1.98M | Buy |
9,679
+2,096
| +28% | +$429K | 1.77% | 10 |
|
|
2017
Q1 | $1.51M | Buy |
7,583
+564
| +8% | +$112K | 1.43% | 14 |
|
|
2016
Q4 | $1.28M | Buy |
+7,019
| New | +$1.28M | 1.31% | 21 |
|