Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-34
| Closed | -$14K | – | 483 |
|
|
2021
Q3 | $14K | Buy |
34
+27
| +386% | +$11.1K | 0.01% | 739 |
|
|
2021
Q2 | $4K | Buy |
7
+2
| +40% | +$1.14K | ﹤0.01% | 829 |
|
|
2021
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 808 |
|
|
2020
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 805 |
|
|
2020
Q3 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 759 |
|