GoalVest Advisory’s Fair Isaac FICO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14	Closed	-$12.2K	–	416
2023 Q3	$12.2K	Hold	14	–	–	0.01%	256
2023 Q2	$11.3K	Buy	+14	New	+$11.3K	0.01%	244