EP Wealth Advisors’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,910
| Closed | -$25.5K | – | 850 |
|
|
2023
Q3 | $25.5K | Buy |
+15,910
| New | +$25.5K | ﹤0.01% | 745 |
|
|
2023
Q2 | – | Sell |
-10,000
| Closed | -$10 | – | 735 |
|
|
2023
Q1 | $10 | Sell |
10,000
-5,910
| -37% | -$6 | ﹤0.01% | 638 |
|
|
2022
Q4 | $23.7K | Buy |
+15,910
| New | +$23.7K | ﹤0.01% | 614 |
|