Wolf Group Capital Advisors’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-4,845
| Closed | -$2.1M | – | 116 |
|
2021
Q4 | $2.1M | Buy |
4,845
+1,281
| +36% | +$555K | 0.34% | 72 |
|
2021
Q3 | $1.42M | Sell |
3,564
-23
| -0.6% | -$9.15K | 0.77% | 50 |
|
2021
Q2 | $1.8M | Sell |
3,587
-104
| -3% | -$52.3K | 0.97% | 43 |
|
2021
Q1 | $1.79M | Buy |
3,691
+74
| +2% | +$36K | 1.03% | 39 |
|
2020
Q4 | $1.85M | Sell |
3,617
-24
| -0.7% | -$12.3K | 1.14% | 33 |
|
2020
Q3 | $1.55M | Buy |
+3,641
| New | +$1.55M | 1.08% | 37 |
|