Curi Wealth Management’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-25
| Closed | -$10K | – | 373 |
|
|
2022
Q2 | $10K | Hold |
25
| – | – | ﹤0.01% | 371 |
|
|
2022
Q1 | $11K | Hold |
25
| – | – | ﹤0.01% | 350 |
|
|
2021
Q4 | $10K | Buy |
+25
| New | +$10K | ﹤0.01% | 319 |
|
|
2021
Q1 | – | Sell |
-25
| Closed | -$12K | – | 238 |
|
|
2020
Q4 | $12K | Buy |
+25
| New | +$12K | 0.01% | 229 |
|