WFG Advisors’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $174K | Buy |
848
+488
| +136% | +$100K | 0.04% | 399 |
|
|
2017
Q1 | $71K | Sell |
360
-6
| -2% | -$1.18K | 0.02% | 574 |
|
|
2016
Q4 | $67K | Buy |
+366
| New | +$67K | 0.02% | 647 |
|
|
2014
Q2 | – | Sell |
-115
| Closed | -$25K | – | 1963 |
|
|
2014
Q1 | $25K | Hold |
115
| – | – | 0.01% | 1166 |
|
|
2013
Q4 | $24K | Hold |
115
| – | – | ﹤0.01% | 1267 |
|
|
2013
Q3 | $19K | Hold |
115
| – | – | ﹤0.01% | 1295 |
|
|
2013
Q2 | $17K | Buy |
+115
| New | +$17K | ﹤0.01% | 1261 |
|