Alterna 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-338
| Closed | -$274K | – | 86 |
|
|
2023
Q2 | $274K | Buy |
338
+19
| +6% | +$15.4K | 0.32% | 62 |
|
|
2023
Q1 | $224K | Sell |
319
-161
| -34% | -$113K | 0.28% | 77 |
|
|
2022
Q4 | $287K | Buy |
+480
| New | +$287K | 0.32% | 56 |
|
|
2022
Q2 | – | Sell |
-495
| Closed | -$231K | – | 105 |
|
|
2022
Q1 | $231K | Buy |
+495
| New | +$231K | 0.19% | 104 |
|