CreativeOne Wealth’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-221
| Closed | -$440K | – | 1098 |
|
|
2024
Q4 | $440K | Buy |
+221
| New | +$440K | 0.01% | 737 |
|
|
2021
Q4 | – | Sell |
-675
| Closed | -$269K | – | 762 |
|
|
2021
Q3 | $269K | Buy |
675
+245
| +57% | +$97.6K | 0.02% | 584 |
|
|
2021
Q2 | $217K | Buy |
+430
| New | +$217K | 0.01% | 628 |
|