Sowell Financial Services’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-307
| Closed | -$152K | – | 1266 |
|
|
2021
Q1 | $152K | Buy |
307
+16
| +5% | +$7.92K | 0.01% | 1188 |
|
|
2020
Q4 | $149K | Sell |
291
-23
| -7% | -$11.8K | 0.01% | 980 |
|
|
2020
Q3 | $134K | Sell |
314
-195
| -38% | -$83.2K | 0.01% | 873 |
|
|
2020
Q2 | $213K | Sell |
509
-712
| -58% | -$298K | 0.01% | 699 |
|
|
2020
Q1 | $376K | Sell |
1,221
-918
| -43% | -$283K | 0.03% | 482 |
|
|
2019
Q4 | $801K | Buy |
2,139
+59
| +3% | +$22.1K | 0.06% | 318 |
|
|
2019
Q3 | $631K | Buy |
+2,080
| New | +$631K | 0.05% | 346 |
|
|
2019
Q1 | $570K | Buy |
2,097
+91
| +5% | +$24.7K | 0.06% | 296 |
|
|
2018
Q4 | $375K | Sell |
2,006
-95
| -5% | -$17.8K | 0.05% | 333 |
|
|
2018
Q3 | $480K | Buy |
+2,101
| New | +$480K | 0.07% | 201 |
|