Wealthspire Advisors (Maryland)’s Fair Isaac FICO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-51	Closed	-$14K	–	1008
2019 Q1	$14K	Buy	51 +35	+219%	+$8.22K	﹤0.01%	1400
2018 Q4	$3K	Buy	16 +13	+433%	+$2.54K	﹤0.01%	1938
2018 Q3	$1K	Sell	3 -347	-99%	-$75.3K	﹤0.01%	2278
2018 Q2	$68K	Hold	350	–	–	0.01%	863
2018 Q1	$59K	Hold	350	–	–	0.01%	916
2017 Q4	$54K	Sell	350 -200	-36%	-$30.3K	0.01%	971
2017 Q3	$77K	Sell	550 -23	-4%	-$3.22K	0.01%	809
2017 Q2	$80K	Hold	573	–	–	0.01%	775
2017 Q1	$74K	Hold	573	–	–	0.01%	686
2016 Q4	$68K	Hold	573	–	–	0.01%	686
2016 Q3	$71K	Hold	573	–	–	0.01%	678
2016 Q2	$65K	Hold	573	–	–	0.01%	659
2016 Q1	$61K	Hold	573	–	–	0.01%	650
2015 Q4	$54K	Buy	+573	New	+$52.1K	0.01%	694