AWA
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Arete Wealth Advisors’s Shift4 FOUR Stock Holding History

Arete Wealth Advisors’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,027
Closed -$212K – 744
2024
Q4 		$212K Buy
+2,027
New +$212K 0.02% 678