Baldwin Wealth Partners’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-436
| Closed | -$38.6K | – | 530 |
|
|
2024
Q3 | $38.6K | Buy |
436
+191
| +78% | +$16.9K | ﹤0.01% | 597 |
|
|
2024
Q2 | $18K | Hold |
245
| – | – | ﹤0.01% | 476 |
|
|
2024
Q1 | $16.2K | Hold |
245
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $18.2K | Hold |
245
| – | – | ﹤0.01% | 510 |
|
|
2023
Q3 | $13.6K | Hold |
245
| – | – | ﹤0.01% | 551 |
|
|
2023
Q2 | $16.6K | Hold |
245
| – | – | ﹤0.01% | 551 |
|
|
2023
Q1 | $18.6K | Hold |
245
| – | – | ﹤0.01% | 552 |
|
|
2022
Q4 | $13.7K | Hold |
245
| – | – | ﹤0.01% | 579 |
|
|
2022
Q3 | $11K | Hold |
245
| – | – | ﹤0.01% | 508 |
|
|
2022
Q2 | $8K | Hold |
245
| – | – | ﹤0.01% | 550 |
|
|
2022
Q1 | $15K | Buy |
245
+75
| +44% | +$4.59K | ﹤0.01% | 502 |
|
|
2021
Q4 | $10K | Buy |
+170
| New | +$10K | ﹤0.01% | 504 |
|