American Trust’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,250
| Closed | -$316K | – | 292 |
|
|
2023
Q4 | $316K | Sell |
4,250
-865
| -17% | -$64.3K | 0.02% | 199 |
|
|
2023
Q3 | $283K | Sell |
5,115
-928
| -15% | -$51.4K | 0.02% | 218 |
|
|
2023
Q2 | $410K | Sell |
6,043
-458
| -7% | -$31.1K | 0.03% | 238 |
|
|
2023
Q1 | $493K | Buy |
+6,501
| New | +$493K | 0.03% | 215 |
|