Provence Wealth Management Group’s Fair Isaac FICO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$248K Sell
213
-187
-47% -$218K 0.13% 146
2023
Q3
$347K Sell
400
-10
-2% -$8.69K 0.21% 91
2023
Q2
$332K Buy
+410
New +$332K 0.19% 101