FGAM
Financial Gravity Asset Management’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 1831 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1592 |
|
|
2023
Q3 | – | Sell |
-809
| Closed | -$1.85K | – | 1429 |
|
|
2023
Q2 | $1.85K | Buy |
809
+106
| +15% | +$242 | 0.01% | 666 |
|
|
2023
Q1 | $3 | Buy |
+703
| New | +$3 | ﹤0.01% | 960 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 830 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 597 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | -$167 | – | 326 |
|
|
2020
Q1 | $167 | Sell |
1
-7
| -88% | -$1.17K | ﹤0.01% | 784 |
|
|
2019
Q4 | $375K | Hold |
8
| – | – | 0.26% | 35 |
|
|
2019
Q3 | $2K | Sell |
8
-6
| -43% | -$1.5K | ﹤0.01% | 885 |
|
|
2019
Q2 | $4K | Hold |
14
| – | – | ﹤0.01% | 729 |
|
|
2019
Q1 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 749 |
|
|
2018
Q3 | $7K | Buy |
37
+7
| +23% | +$1.32K | 0.01% | 651 |
|
|
2018
Q2 | $6K | Sell |
30
-5
| -14% | -$1K | 0.01% | 688 |
|
|
2018
Q1 | $6K | Buy |
+35
| New | +$6K | 0.01% | 673 |
|