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Simplicity Wealth’s Fair Isaac FICO Stock Holding History

Simplicity Wealth’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,477
Closed -$2.2M – 741
2024
Q2 		$2.2M Sell
1,477
-47
-3% -$70K 0.05% 336
2024
Q1 		$1.9M Buy
+1,524
New +$1.9M 0.05% 360