Willow Creek Wealth Management’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,012
| Closed | -$406K | – | 125 |
|
|
2022
Q2 | $406K | Hold |
1,012
| – | – | 0.08% | 75 |
|
|
2022
Q1 | $472K | Hold |
1,012
| – | – | 0.09% | 66 |
|
|
2021
Q4 | $439K | Hold |
1,012
| – | – | 0.09% | 65 |
|
|
2021
Q3 | $403K | Hold |
1,012
| – | – | 0.09% | 66 |
|
|
2021
Q2 | $509K | Buy |
+1,012
| New | +$509K | 0.12% | 54 |
|