Stone Toro Investment Advisers’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-2,029
| Closed | -$463K | – | 39 |
|
2014
Q4 | $463K | Buy |
+2,029
| New | +$463K | 1.2% | 25 |
|
2014
Q2 | – | Sell |
-1,002
| Closed | -$218K | – | 84 |
|
2014
Q1 | $218K | Sell |
1,002
-376
| -27% | -$81.8K | 0.31% | 100 |
|
2013
Q4 | $289K | Hold |
1,378
| – | – | 0.26% | 89 |
|
2013
Q3 | $233K | Buy |
+1,378
| New | +$233K | 0.15% | 135 |
|