Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6K | Hold |
15
| – | – | ﹤0.01% | 210 |
|
|
2022
Q1 | $7K | Hold |
15
| – | – | ﹤0.01% | 207 |
|
|
2021
Q4 | $7K | Hold |
15
| – | – | ﹤0.01% | 217 |
|
|
2021
Q3 | $6K | Hold |
15
| – | – | ﹤0.01% | 221 |
|
|
2021
Q2 | $8K | Buy |
+15
| New | +$8K | ﹤0.01% | 198 |
|
|
2020
Q1 | $5K | Hold |
15
| – | – | ﹤0.01% | 156 |
|
|
2019
Q4 | $6K | Buy |
+15
| New | +$6K | ﹤0.01% | 333 |
|
|
2019
Q2 | $5K | Hold |
15
| – | – | ﹤0.01% | 420 |
|
|
2019
Q1 | $5K | Hold |
15
| – | – | ﹤0.01% | 420 |
|
|
2018
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 626 |
|