YorkBridge Wealth Partners’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $599K | Hold |
1,000
| – | – | 0.15% | 115 |
|
|
2022
Q3 | $412K | Hold |
1,000
| – | – | 0.11% | 134 |
|
|
2022
Q2 | $401K | Hold |
1,000
| – | – | 0.1% | 151 |
|
|
2022
Q1 | $466K | Hold |
1,000
| – | – | 0.1% | 149 |
|
|
2021
Q4 | $434K | Hold |
1,000
| – | – | 0.1% | 170 |
|
|
2021
Q3 | $398K | Hold |
1,000
| – | – | 0.1% | 162 |
|
|
2021
Q2 | $503K | Hold |
1,000
| – | – | 0.13% | 124 |
|
|
2021
Q1 | $486K | Hold |
1,000
| – | – | 0.14% | 120 |
|
|
2020
Q4 | $511K | Hold |
1,000
| – | – | 0.17% | 103 |
|
|
2020
Q3 | $425K | Hold |
1,000
| – | – | 0.18% | 101 |
|
|
2020
Q2 | $418K | Hold |
1,000
| – | – | 0.19% | 98 |
|
|
2020
Q1 | $308K | Hold |
1,000
| – | – | 0.19% | 114 |
|
|
2019
Q4 | $375K | Hold |
1,000
| – | – | 0.17% | 125 |
|
|
2019
Q3 | $304K | Hold |
1,000
| – | – | 0.15% | 136 |
|
|
2019
Q2 | $314K | Hold |
1,000
| – | – | 0.14% | 137 |
|
|
2019
Q1 | $272K | Hold |
1,000
| – | – | 0.13% | 143 |
|
|
2018
Q4 | $187K | Hold |
1,000
| – | – | 0.1% | 155 |
|
|
2018
Q3 | $227K | Hold |
1,000
| – | – | 0.1% | 159 |
|
|
2018
Q2 | $193K | Hold |
1,000
| – | – | 0.08% | 177 |
|
|
2018
Q1 | $171K | Hold |
1,000
| – | – | 0.08% | 195 |
|
|
2017
Q4 | $164K | Hold |
1,000
| – | – | 0.08% | 201 |
|
|
2017
Q3 | $141K | Hold |
1,000
| – | – | 0.07% | 214 |
|
|
2017
Q2 | $138K | Buy |
+1,000
| New | +$138K | 0.07% | 209 |
|