YorkBridge Wealth Partners’s Bread Financial BFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-251
| Closed | -$28K | – | 218 |
|
|
2019
Q2 | $28K | Buy |
+251
| New | +$28K | 0.01% | 422 |
|
|
2019
Q1 | – | Sell |
-251
| Closed | -$30K | – | 748 |
|
|
2018
Q4 | $30K | Hold |
251
| – | – | 0.02% | 378 |
|
|
2018
Q3 | $48K | Hold |
251
| – | – | 0.02% | 361 |
|
|
2018
Q2 | $47K | Hold |
251
| – | – | 0.02% | 368 |
|
|
2018
Q1 | $42K | Hold |
251
| – | – | 0.02% | 386 |
|
|
2017
Q4 | $48K | Hold |
251
| – | – | 0.02% | 377 |
|
|
2017
Q3 | $44K | Hold |
251
| – | – | 0.02% | 391 |
|
|
2017
Q2 | $52K | Hold |
251
| – | – | 0.03% | 367 |
|
|
2017
Q1 | $51K | Hold |
251
| – | – | 0.03% | 367 |
|
|
2016
Q4 | $47K | Buy |
+251
| New | +$47K | 0.03% | 360 |
|