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Lake Street Private Wealth’s Fair Isaac FICO Stock Holding History

Lake Street Private Wealth’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-120
Closed -$239K – 253
2024
Q4 		$239K Sell
120
-8
-6% -$15.9K 0.04% 217
2024
Q3 		$249K Buy
+128
New +$249K 0.04% 224