Focused Wealth Management’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,400
| Closed | -$176K | – | 218 |
|
|
2024
Q2 | $176K | Buy |
+2,400
| New | +$176K | 0.03% | 145 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$503 | – | 1054 |
|
|
2022
Q4 | $503 | Buy |
+9
| New | +$503 | ﹤0.01% | 908 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$47K | – | 966 |
|
|
2021
Q3 | $47K | Hold |
600
| – | – | 0.01% | 379 |
|
|
2021
Q2 | $56K | Buy |
+600
| New | +$56K | 0.01% | 359 |
|