FORA Capital’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,679
| Closed | -$386K | – | 507 |
|
2023
Q2 | $386K | Sell |
5,679
-1,725
| -23% | -$117K | 0.05% | 259 |
|
2023
Q1 | $561K | Buy |
+7,404
| New | +$561K | 0.06% | 336 |
|
2022
Q1 | – | Sell |
-8,475
| Closed | -$491K | – | 549 |
|
2021
Q4 | $491K | Buy |
+8,475
| New | +$491K | 0.19% | 152 |
|
2021
Q3 | – | Sell |
-2,919
| Closed | -$274K | – | 530 |
|
2021
Q2 | $274K | Buy |
2,919
+419
| +17% | +$39.3K | 0.05% | 373 |
|
2021
Q1 | $205K | Buy |
2,500
+195
| +8% | +$16K | 0.07% | 282 |
|
2020
Q4 | $174K | Buy |
+2,305
| New | +$174K | 0.03% | 541 |
|