SAG
SageView Advisory Group’s Fair Isaac FICO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-134
| Closed | -$260K | – | 595 |
|
|
2024
Q3 | $260K | Sell |
134
-11
| -8% | -$21.4K | 0.01% | 436 |
|
|
2024
Q2 | $216K | Sell |
145
-44
| -23% | -$65.5K | 0.01% | 520 |
|
|
2024
Q1 | $236K | Sell |
189
-18
| -9% | -$22.5K | 0.01% | 477 |
|
|
2023
Q4 | $248K | Buy |
+207
| New | +$248K | 0.01% | 565 |
|