Trek Financial’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 |
-4,861
| Closed | -$4.22M | – | 332 |
|
|
2023
Q3 | $4.22M | Buy |
4,861
+7
| +0.1% | +$6.08K | 0.39% | 60 |
|
|
2023
Q2 | $3.93M | Buy |
4,854
+192
| +4% | +$155K | 0.35% | 66 |
|
|
2023
Q1 | $3.28M | Buy |
4,662
+327
| +8% | +$230K | 0.31% | 64 |
|
|
2022
Q4 | $2.59M | Buy |
+4,335
| New | +$2.59M | 0.26% | 80 |
|