Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.6K | Hold |
37
| – | – | 0.01% | 575 |
|
|
2025
Q1 | $68.2K | Hold |
37
| – | – | 0.01% | 526 |
|
|
2024
Q4 | $73.7K | Buy |
+37
| New | +$73.7K | 0.01% | 491 |
|
|
2022
Q1 | $279K | Sell |
598
-635
| -52% | -$296K | 0.05% | 245 |
|
|
2021
Q4 | $535K | Buy |
1,233
+51
| +4% | +$22.1K | 0.09% | 191 |
|
|
2021
Q3 | $470K | Buy |
1,182
+23
| +2% | +$9.15K | 0.1% | 173 |
|
|
2021
Q2 | $583K | Buy |
+1,159
| New | +$583K | 0.13% | 146 |
|