TRUE Private Wealth Advisors’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-387
| Closed | -$576K | – | 238 |
|
|
2024
Q2 | $576K | Buy |
387
+22
| +6% | +$32.8K | 0.07% | 141 |
|
|
2024
Q1 | $456K | Buy |
365
+15
| +4% | +$18.7K | 0.05% | 171 |
|
|
2023
Q4 | $407K | Buy |
+350
| New | +$407K | 0.05% | 183 |
|
|
2019
Q3 | – | Sell |
-11
| Closed | -$3K | – | 401 |
|
|
2019
Q2 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 683 |
|
|
2018
Q4 | – | Sell |
-72
| Closed | -$16.5K | – | 486 |
|
|
2018
Q3 | $16.5K | Buy |
+72
| New | +$16.5K | ﹤0.01% | 646 |
|