Evolution Wealth Advisors’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,430
| Closed | -$220K | – | 122 |
|
|
2022
Q1 | $220K | Sell |
3,430
-370
| -10% | -$23.7K | 0.05% | 107 |
|
|
2021
Q4 | $220 | Buy |
3,800
+437
| +13% | +$25 | 0.03% | 123 |
|
|
2021
Q3 | $261K | Buy |
3,363
+1,745
| +108% | +$135K | 0.06% | 88 |
|
|
2021
Q2 | $152K | Buy |
1,618
+614
| +61% | +$57.7K | 0.03% | 142 |
|
|
2021
Q1 | $82K | Buy |
+1,004
| New | +$82K | 0.02% | 160 |
|