Gradient Investments’s Fair Isaac FICO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6
Closed -$8.93K 657
2024
Q2
$8.93K Hold
6
﹤0.01% 758
2024
Q1
$7.5K Sell
6
-3
-33% -$3.75K ﹤0.01% 669
2023
Q4
$10.5K Hold
9
﹤0.01% 833
2023
Q3
$7.82K Hold
9
﹤0.01% 850
2023
Q2
$7.28K Buy
9
+1
+13% +$809 ﹤0.01% 874
2023
Q1
$5.62K Buy
+8
New +$5.62K ﹤0.01% 926
2014
Q2
Sell
-373
Closed -$21K 524
2014
Q1
$21K Buy
+373
New +$21K ﹤0.01% 281