MWM
Minot Wealth Management’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $937K | Hold |
2,337
| – | – | 0.24% | 78 |
|
|
2022
Q1 | $1.09M | Hold |
2,337
| – | – | 0.23% | 81 |
|
|
2021
Q4 | $1.01M | Hold |
2,337
| – | – | 0.2% | 92 |
|
|
2021
Q3 | $930K | Hold |
2,337
| – | – | 0.2% | 93 |
|
|
2021
Q2 | $1.21M | Hold |
2,337
| – | – | 0.26% | 79 |
|
|
2021
Q1 | $1.14M | Sell |
2,337
-200
| -8% | -$97.2K | 0.29% | 83 |
|
|
2020
Q4 | $1.3M | Buy |
2,537
+5
| +0.2% | +$2.56K | 0.39% | 66 |
|
|
2020
Q3 | $1.08M | Hold |
2,532
| – | – | 0.41% | 68 |
|
|
2020
Q2 | $1.06M | Buy |
2,532
+15
| +0.6% | +$6.27K | 0.53% | 62 |
|
|
2020
Q1 | $774K | Sell |
2,517
-385
| -13% | -$118K | 0.55% | 57 |
|
|
2019
Q4 | $1.19M | Buy |
+2,902
| New | +$1.19M | 0.54% | 59 |
|