VAG
VisionPoint Advisory Group’s Bread Financial BFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-53,358
| Closed | -$3.69M | – | 92 |
|
|
2021
Q4 | $3.69M | Buy |
53,358
+7,962
| +18% | +$551K | 1.61% | 23 |
|
|
2021
Q3 | $4.17M | Buy |
45,396
+19,581
| +76% | +$1.8M | 1.86% | 20 |
|
|
2021
Q2 | $2.69M | Buy |
25,815
+7,606
| +42% | +$793K | 1.2% | 29 |
|
|
2021
Q1 | $2.04M | Buy |
18,209
+11,367
| +166% | +$1.27M | 0.98% | 34 |
|
|
2020
Q4 | $507K | Buy |
+6,842
| New | +$507K | 0.26% | 80 |
|