Affinity 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
Q3 | – | Sell |
-388
| Closed | -$578K | – | 105 |
|
|
2024
Q2 | $578K | Hold |
388
| – | – | 0.11% | 55 |
|
|
2024
Q1 | $485K | Hold |
388
| – | – | 0.09% | 59 |
|
|
2023
Q4 | $452K | Hold |
388
| – | – | 0.09% | 62 |
|
|
2023
Q3 | $337K | Hold |
388
| – | – | 0.08% | 70 |
|
|
2023
Q2 | $314K | Hold |
388
| – | – | 0.07% | 76 |
|
|
2023
Q1 | $273K | Hold |
388
| – | – | 0.06% | 89 |
|
|
2022
Q4 | $232K | Buy |
+388
| New | +$232K | 0.06% | 91 |
|
|
2021
Q3 | – | Sell |
-388
| Closed | -$210K | – | 117 |
|
|
2021
Q2 | $210K | Hold |
388
| – | – | 0.04% | 98 |
|
|
2021
Q1 | $205K | Buy |
+388
| New | +$205K | 0.04% | 96 |
|