Wealthspire Advisors (Maryland)’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-51
| Closed | -$14K | – | 1007 |
|
|
2019
Q1 | $14K | Buy |
51
+35
| +219% | +$9.61K | ﹤0.01% | 1400 |
|
|
2018
Q4 | $3K | Buy |
16
+13
| +433% | +$2.44K | ﹤0.01% | 1937 |
|
|
2018
Q3 | $1K | Sell |
3
-347
| -99% | -$116K | ﹤0.01% | 2276 |
|
|
2018
Q2 | $68K | Hold |
350
| – | – | 0.01% | 862 |
|
|
2018
Q1 | $59K | Hold |
350
| – | – | 0.01% | 916 |
|
|
2017
Q4 | $54K | Sell |
350
-200
| -36% | -$30.9K | 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 | +$54K | 0.01% | 694 |
|