Baystate 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
Q4
$4.66K Buy
+4
New +$4.66K ﹤0.01% 907
2020
Q2
Sell
-70
Closed -$22K 675
2020
Q1
$22K Hold
70
﹤0.01% 270
2019
Q4
$26K Hold
70
﹤0.01% 294
2019
Q3
$21K Hold
70
﹤0.01% 287
2019
Q2
$22K Hold
70
﹤0.01% 297
2019
Q1
$20K Hold
70
﹤0.01% 307
2018
Q4
$15K Buy
+70
New +$15K ﹤0.01% 330