Mount Yale Investment Advisors’s Fair Isaac FICO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$472K	Buy	+258	New	+$472K	0.04%	355
2018 Q4	–	Sell	-321	Closed	-$64K	–	471
2018 Q3	$64K	Buy	321 +83	+35%	+$16.5K	0.01%	558
2018 Q2	$46K	Hold	238	–	–	0.01%	644
2018 Q1	$40K	Buy	+238	New	+$40K	0.01%	661