B. Riley Wealth Advisors’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $215K | Sell |
108
-108
| -50% | -$215K | 0.01% | 1011 |
|
|
2024
Q3 | $419K | Sell |
216
-87
| -29% | -$169K | 0.01% | 811 |
|
|
2024
Q2 | $451K | Sell |
303
-339
| -53% | -$505K | 0.01% | 862 |
|
|
2024
Q1 | $558K | Sell |
642
-312
| -33% | -$271K | 0.02% | 740 |
|
|
2023
Q4 | $1.11M | Buy |
954
+312
| +49% | +$363K | 0.03% | 493 |
|
|
2023
Q3 | $558K | Buy |
642
+108
| +20% | +$93.8K | 0.02% | 740 |
|
|
2023
Q2 | $432K | Buy |
534
+213
| +66% | +$172K | 0.01% | 932 |
|
|
2023
Q1 | $226K | Buy |
+321
| New | +$226K | 0.01% | 1234 |
|
|
2015
Q1 | – | Sell |
-180
| Closed | -$13 | – | 1054 |
|
|
2014
Q4 | $13 | Buy |
+180
| New | +$13 | ﹤0.01% | 2728 |
|
|
2014
Q3 | – | Sell |
-180
| Closed | -$11.5K | – | 1083 |
|
|
2014
Q2 | $11.5K | Buy |
+180
| New | +$11.5K | ﹤0.01% | 1729 |
|