SteelPeak Wealth’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 | – | Sell |
-213
| Closed | -$393K | – | 531 |
|
|
2025
Q1 | $393K | Buy |
213
+103
| +94% | +$190K | 0.02% | 363 |
|
|
2024
Q4 | $219K | Buy |
+110
| New | +$219K | 0.01% | 440 |
|
|
2024
Q3 | – | Sell |
-300
| Closed | -$447K | – | 472 |
|
|
2024
Q2 | $447K | Buy |
+300
| New | +$447K | 0.02% | 303 |
|