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BMS Financial Advisors’s Fair Isaac FICO Stock Holding History

BMS Financial Advisors’s Portfolio FICO Stock Details FICO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-676
Closed -$315K – 99
2022
Q1 		$315K Buy
676
+63
+10% +$29.4K 0.2% 89
2021
Q4 		$266K Buy
+613
New +$266K 0.17% 84