AE Wealth Management’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,121
| Closed | -$919K | – | 1955 |
|
|
2023
Q1 | $919K | Sell |
12,121
-2,295
| -16% | -$174K | 0.01% | 1080 |
|
|
2022
Q4 | $806K | Buy |
14,416
+2,035
| +16% | +$114K | 0.01% | 1076 |
|
|
2022
Q3 | $552K | Sell |
12,381
-64
| -0.5% | -$2.85K | ﹤0.01% | 1205 |
|
|
2022
Q2 | $411K | Buy |
12,445
+1,517
| +14% | +$50.1K | ﹤0.01% | 1299 |
|
|
2022
Q1 | $677K | Buy |
+10,928
| New | +$677K | ﹤0.01% | 1073 |
|