Gemmer Asset Management’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 |
-80
| Closed | -$4K | – | 475 |
|
2022
Q1 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 996 |
|
2021
Q4 | – | Sell |
-60
| Closed | -$5K | – | 1280 |
|
2021
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 944 |
|
2021
Q2 | $6K | Hold |
60
| – | – | ﹤0.01% | 1011 |
|
2021
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 1046 |
|
2020
Q4 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 967 |
|