AE Wealth Management’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,563
| Closed | -$3.07M | – | 1433 |
|
|
2023
Q4 | $3.07M | Buy |
2,563
+2,088
| +440% | +$2.5M | 0.02% | 759 |
|
|
2023
Q3 | $413K | Sell |
475
-87
| -15% | -$75.6K | ﹤0.01% | 1477 |
|
|
2023
Q2 | $455K | Buy |
562
+229
| +69% | +$185K | ﹤0.01% | 1439 |
|
|
2023
Q1 | $234K | Buy |
+333
| New | +$234K | ﹤0.01% | 1665 |
|