Mount Yale Investment Advisors, LLC Bread Financial Holdings, Inc. Transaction History

Mount Yale Investment Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 09, 2020	SELL	$21.14 - $52.75 $149,734 - $373,628	-7,083 Closed	0 $0
Q1 2020 May 04, 2020	SELL	$18.04 - $91.01 $4,997 - $25,209	-277 Reduced 3.76%	7,083 $238,000
Q4 2019 Feb 13, 2020	BUY	$79.81 - $100.59 $205,670 - $259,220	2,577 Added 53.88%	7,360 $757,000
Q3 2019 Nov 14, 2019	BUY	$97.41 - $126.79 $86,500 - $112,589	888 Added 22.8%	4,783 $520,000
Q2 2019 Aug 13, 2019	BUY	$107.28 - $144.4 $111,571 - $150,176	1,040 Added 36.43%	3,895 $597,000
Q1 2019 May 15, 2019	BUY	$120.87 - $144.86 $31,426 - $37,663	260 Added 10.02%	2,855 $500,000
Q4 2018 Feb 14, 2019	BUY	$115.29 - $189.82 $67,214 - $110,665	583 Added 28.98%	2,595 $428,000
Q3 2018 Nov 13, 2018	BUY	$174.76 - $198.48 $347,248 - $394,379	1,987 Added 7948.0%	2,012 $428,000
Q1 2018 Jun 25, 2018	BUY	$169.88 - $220.57 $4,247 - $5,514	25 New	25 $5,000

362

50.1M

317K

1.3M

Ticker BFH
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 49,845,700
Market Cap $2.92B
Description
Bread Financial Holdings, Inc. provides tech-forward payment and lending solutions to customers and consumer-based industries in North America. It offers credit card and other loans financing services, including risk management solutions, account origination, and funding services for approximately 130 private label and co-brand credit card progr...

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