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CreativeOne Wealth’s Shift4 FOUR Stock Holding History

CreativeOne Wealth’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
Q2 		– Sell
-7,449
Closed -$609K – 1139
2025
Q1 		$609K Sell
7,449
-229
-3% -$18.7K 0.02% 625
2024
Q4 		$797K Buy
+7,678
New +$797K 0.02% 543