Capstone Investment Advisors’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,077
| Closed | -$226K | – | 1188 |
|
|
2023
Q3 | $226K | Sell |
4,077
-3,523
| -46% | -$195K | ﹤0.01% | 905 |
|
|
2023
Q2 | $516K | Buy |
+7,600
| New | +$516K | ﹤0.01% | 439 |
|
|
2021
Q2 | – | Sell |
-3,037
| Closed | -$249K | – | 799 |
|
|
2021
Q1 | $249K | Sell |
3,037
-1,000
| -25% | -$82K | ﹤0.01% | 372 |
|
|
2020
Q4 | $304K | Buy |
+4,037
| New | +$304K | ﹤0.01% | 343 |
|