Wealth Enhancement Advisory Services’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $310K | Buy |
+5,129
| New | +$310K | ﹤0.01% | 2595 |
|
2025
Q1 | – | Sell |
-5,533
| Closed | -$338K | – | 2953 |
|
2024
Q4 | $338K | Buy |
+5,533
| New | +$338K | ﹤0.01% | 2264 |
|
2024
Q1 | – | Sell |
-7,779
| Closed | -$256K | – | 2386 |
|
2023
Q4 | $256K | Sell |
7,779
-182
| -2% | -$6K | ﹤0.01% | 1924 |
|
2023
Q3 | $272K | Buy |
+7,961
| New | +$272K | ﹤0.01% | 1794 |
|