WR Wealth Planners’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $569K | Sell |
286
-40
| -12% | -$79.6K | 0.18% | 86 |
|
|
2024
Q3 | $634K | Sell |
326
-182
| -36% | -$354K | 0.18% | 89 |
|
|
2024
Q2 | $756K | Buy |
508
+21
| +4% | +$31.3K | 0.23% | 63 |
|
|
2024
Q1 | $609K | Buy |
487
+34
| +8% | +$42.5K | 0.19% | 78 |
|
|
2023
Q4 | $527K | Buy |
453
+56
| +14% | +$65.2K | 0.2% | 95 |
|
|
2023
Q3 | $345K | Buy |
397
+391
| +6,517% | +$340K | 0.13% | 125 |
|
|
2023
Q2 | $4.86K | Buy |
+6
| New | +$4.86K | ﹤0.01% | 683 |
|