BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $44.5K | Hold |
55
| – | – | 0.01% | 455 |
|
|
2023
Q1 | $38.7K | Hold |
55
| – | – | ﹤0.01% | 467 |
|
|
2022
Q4 | $32.9K | Hold |
55
| – | – | ﹤0.01% | 478 |
|
|
2022
Q3 | $23K | Buy |
+55
| New | +$23K | ﹤0.01% | 542 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | -$13K | – | 1196 |
|
|
2020
Q4 | $13K | Buy |
+25
| New | +$13K | ﹤0.01% | 519 |
|
|
2020
Q1 | – | Sell |
-12
| Closed | -$4K | – | 766 |
|
|
2019
Q4 | $4K | Hold |
12
| – | – | ﹤0.01% | 511 |
|
|
2019
Q3 | $4K | Sell |
12
-12
| -50% | -$4K | ﹤0.01% | 532 |
|
|
2019
Q2 | $8K | Hold |
24
| – | – | ﹤0.01% | 455 |
|
|
2019
Q1 | $7K | Buy |
+24
| New | +$7K | ﹤0.01% | 446 |
|