IHT Wealth Management’s Fair Isaac FICO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $263K | Sell |
144
-11
| -7% | -$20.1K | 0.01% | 952 |
|
2025
Q1 | $286K | Sell |
155
-6
| -4% | -$11.1K | 0.01% | 876 |
|
2024
Q4 | $321K | Sell |
161
-39
| -20% | -$77.6K | 0.01% | 831 |
|
2024
Q3 | $388K | Buy |
200
+33
| +20% | +$64K | 0.01% | 805 |
|
2024
Q2 | $249K | Sell |
167
-7
| -4% | -$10.4K | 0.01% | 867 |
|
2024
Q1 | $217K | Buy |
+174
| New | +$217K | 0.01% | 911 |
|