Valeo Financial Advisors’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-60
| Closed | -$2K | – | 1583 |
|
|
2020
Q2 | $2K | Buy |
60
+4
| +7% | +$133 | ﹤0.01% | 1643 |
|
|
2020
Q1 | $2K | Buy |
56
+13
| +30% | +$464 | ﹤0.01% | 1434 |
|
|
2019
Q4 | $4K | Hold |
43
| – | – | ﹤0.01% | 1311 |
|
|
2019
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 1218 |
|
|
2019
Q2 | $5K | Sell |
43
-48
| -53% | -$5.58K | ﹤0.01% | 1186 |
|
|
2019
Q1 | $13K | Buy |
91
+51
| +128% | +$7.29K | ﹤0.01% | 874 |
|
|
2018
Q4 | $5K | Sell |
40
-8
| -17% | -$1K | ﹤0.01% | 1048 |
|
|
2018
Q3 | $8K | Buy |
48
+18
| +60% | +$3K | ﹤0.01% | 1014 |
|
|
2018
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 1112 |
|
|
2018
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 1113 |
|
|
2017
Q4 | $6K | Buy |
30
+4
| +15% | +$800 | ﹤0.01% | 951 |
|
|
2017
Q3 | $5K | Buy |
+26
| New | +$5K | ﹤0.01% | 856 |
|