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 |
|