CW
Connectus Wealth’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $118K | Buy |
+46,615
| New | +$118K | ﹤0.01% | 361 |
|
|
2023
Q1 | – | Sell |
-5,682
| Closed | -$34M | – | 442 |
|
|
2022
Q4 | $34M | Sell |
5,682
-136
| -2% | -$814K | 0.8% | 35 |
|
|
2022
Q3 | $24M | Sell |
5,818
-53,385
| -90% | -$220M | 0.5% | 53 |
|
|
2022
Q2 | $23.7M | Buy |
59,203
+866
| +1% | +$347K | 0.54% | 56 |
|
|
2022
Q1 | $27.2M | Sell |
58,337
-891
| -2% | -$416K | 0.86% | 34 |
|
|
2021
Q4 | $25.7M | Buy |
59,228
+1,936
| +3% | +$840K | 0.99% | 29 |
|
|
2021
Q3 | $22.8M | Buy |
57,292
+6,541
| +13% | +$2.6M | 2.55% | 15 |
|
|
2021
Q2 | $25.5M | Buy |
50,751
+12,891
| +34% | +$6.48M | 2.86% | 16 |
|
|
2021
Q1 | $18.9M | Buy |
+37,860
| New | +$18.9M | 2.26% | 19 |
|