CWM
Chesapeake Wealth Management’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-577
| Closed | -$295K | – | 222 |
|
|
2020
Q4 | $295K | Sell |
577
-45
| -7% | -$23K | 0.1% | 179 |
|
|
2020
Q3 | $265K | Sell |
622
-462
| -43% | -$197K | 0.1% | 177 |
|
|
2020
Q2 | $453K | Buy |
1,084
+25
| +2% | +$10.4K | 0.18% | 123 |
|
|
2020
Q1 | $326K | Buy |
1,059
+377
| +55% | +$116K | 0.15% | 130 |
|
|
2019
Q4 | $256K | Buy |
+682
| New | +$256K | 0.1% | 171 |
|