Glassman Wealth Services’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11
| Closed | -$12.8K | – | 775 |
|
|
2023
Q4 | $12.8K | Sell |
11
-1
| -8% | -$1.16K | ﹤0.01% | 816 |
|
|
2023
Q3 | $10.4K | Hold |
12
| – | – | ﹤0.01% | 843 |
|
|
2023
Q2 | $9.71K | Buy |
12
+2
| +20% | +$1.62K | ﹤0.01% | 819 |
|
|
2023
Q1 | $7.03K | Hold |
10
| – | – | ﹤0.01% | 907 |
|
|
2022
Q4 | $5.99K | Hold |
10
| – | – | ﹤0.01% | 977 |
|
|
2022
Q3 | $4K | Hold |
10
| – | – | ﹤0.01% | 1046 |
|
|
2022
Q2 | $4K | Sell |
10
-2
| -17% | -$800 | ﹤0.01% | 1066 |
|
|
2022
Q1 | $6K | Buy |
12
+6
| +100% | +$3K | ﹤0.01% | 959 |
|
|
2021
Q4 | $3K | Buy |
+6
| New | +$3K | ﹤0.01% | 1094 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | -$1K | – | 1319 |
|
|
2020
Q1 | $1K | Sell |
3
-1
| -25% | -$333 | ﹤0.01% | 869 |
|
|
2019
Q4 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 913 |
|
|
2019
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 830 |
|
|
2019
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 839 |
|