BerganKDV 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
Q2 | $15.4K | Sell |
19
-24
| -56% | -$19.4K | ﹤0.01% | 516 |
|
|
2023
Q1 | $30.2K | Buy |
43
+24
| +126% | +$16.9K | ﹤0.01% | 453 |
|
|
2022
Q4 | $11.4K | Hold |
19
| – | – | ﹤0.01% | 561 |
|
|
2022
Q3 | $8K | Hold |
19
| – | – | ﹤0.01% | 603 |
|
|
2022
Q2 | $8K | Hold |
19
| – | – | ﹤0.01% | 622 |
|
|
2022
Q1 | $9K | Hold |
19
| – | – | ﹤0.01% | 625 |
|
|
2021
Q4 | $8K | Hold |
19
| – | – | ﹤0.01% | 697 |
|
|
2021
Q3 | $8K | Hold |
19
| – | – | ﹤0.01% | 671 |
|
|
2021
Q2 | $10K | Hold |
19
| – | – | ﹤0.01% | 603 |
|
|
2021
Q1 | $9K | Hold |
19
| – | – | ﹤0.01% | 589 |
|
|
2020
Q4 | $10K | Hold |
19
| – | – | ﹤0.01% | 568 |
|
|
2020
Q3 | $8K | Hold |
19
| – | – | ﹤0.01% | 526 |
|
|
2020
Q2 | $8K | Hold |
19
| – | – | ﹤0.01% | 566 |
|
|
2020
Q1 | $6K | Hold |
19
| – | – | ﹤0.01% | 554 |
|
|
2019
Q4 | $7K | Hold |
19
| – | – | ﹤0.01% | 562 |
|
|
2019
Q3 | $6K | Hold |
19
| – | – | ﹤0.01% | 541 |
|
|
2019
Q2 | $6K | Hold |
19
| – | – | ﹤0.01% | 564 |
|
|
2019
Q1 | $5K | Hold |
19
| – | – | ﹤0.01% | 587 |
|
|
2018
Q4 | $4K | Hold |
19
| – | – | ﹤0.01% | 561 |
|
|
2018
Q3 | $4K | Hold |
19
| – | – | ﹤0.01% | 547 |
|
|
2018
Q2 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 569 |
|