Wealthfront’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,155
| Closed | -$234K | – | 505 |
|
|
2017
Q4 | $234K | Buy |
+1,155
| New | +$234K | ﹤0.01% | 467 |
|
|
2017
Q3 | – | Sell |
-1,413
| Closed | -$290K | – | 499 |
|
|
2017
Q2 | $290K | Sell |
1,413
-45
| -3% | -$9.24K | ﹤0.01% | 386 |
|
|
2017
Q1 | $290K | Buy |
1,458
+221
| +18% | +$44K | 0.01% | 341 |
|
|
2016
Q4 | $226K | Buy |
+1,237
| New | +$226K | 0.01% | 355 |
|
|
2016
Q1 | – | Sell |
-1,382
| Closed | -$305K | – | 336 |
|
|
2015
Q4 | $305K | Buy |
1,382
+89
| +7% | +$19.6K | 0.01% | 211 |
|
|
2015
Q3 | $267K | Buy |
1,293
+109
| +9% | +$22.5K | 0.01% | 217 |
|
|
2015
Q2 | $276K | Buy |
1,184
+109
| +10% | +$25.4K | 0.01% | 206 |
|
|
2015
Q1 | $254K | Hold |
1,075
| – | – | 0.01% | 198 |
|
|
2014
Q4 | $245K | Buy |
1,075
+687
| +177% | +$157K | 0.01% | 166 |
|
|
2014
Q3 | $77K | Sell |
388
-10
| -3% | -$1.99K | 0.01% | 332 |
|
|
2014
Q2 | $91K | Buy |
398
+72
| +22% | +$16.5K | 0.01% | 247 |
|
|
2014
Q1 | $71K | Buy |
+326
| New | +$71K | 0.01% | 198 |
|