EverSource Wealth Advisors’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.94K | Sell |
70
-36
| -34% | -$3.57K | ﹤0.01% | 3011 |
|
2025
Q1 | $8.66K | Sell |
106
-2,166
| -95% | -$177K | ﹤0.01% | 2184 |
|
2024
Q4 | $236K | Buy |
2,272
+714
| +46% | +$74.1K | 0.01% | 594 |
|
2024
Q3 | $138K | Sell |
1,558
-6
| -0.4% | -$532 | 0.01% | 684 |
|
2024
Q2 | $108K | Buy |
1,564
+1,561
| +52,033% | +$107K | 0.01% | 767 |
|
2024
Q1 | $174 | Buy |
+3
| New | +$174 | ﹤0.01% | 2806 |
|