SOA Wealth Advisors’s Bread Financial BFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-60
| Closed | -$1K | – | 978 |
|
|
2022
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 746 |
|
|
2022
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 684 |
|
|
2022
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 742 |
|
|
2021
Q4 | $4K | Sell |
60
-15
| -20% | -$1K | ﹤0.01% | 683 |
|
|
2021
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 653 |
|
|
2021
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 641 |
|
|
2021
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 590 |
|
|
2020
Q4 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 604 |
|