BWM
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Baystate Wealth Management’s Fair Isaac FICO Stock Holding History

Baystate Wealth Management’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$4.66K Buy
+4
New +$4.03K ﹤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 +$13.7K ﹤0.01% 330

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LT
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