CWM
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Chesapeake Wealth Management’s Fair Isaac FICO Stock Holding History

Chesapeake 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
2021
Q1 		– Sell
-577
Closed -$295K – 222
2020
Q4 		$295K Sell
577
-45
-7% -$20.9K 0.1% 179
2020
Q3 		$265K Sell
622
-462
-43% -$196K 0.1% 177
2020
Q2 		$453K Buy
1,084
+25
+2% +$9.12K 0.18% 123
2020
Q1 		$326K Buy
1,059
+377
+55% +$139K 0.15% 130
2019
Q4 		$256K Buy
+682
New +$229K 0.1% 171

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