TFO Wealth Partners’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
Sell
-1
Closed -$809 983
2023
Q3
$809 Buy
+1
New +$809 ﹤0.01% 329
2022
Q3
Sell
-8
Closed -$3K 264
2022
Q2
$3K Buy
+8
New +$3K ﹤0.01% 263