Glassman Wealth Services’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-51
| Closed | -$3.79K | – | 798 |
|
|
2023
Q4 | $3.79K | Sell |
51
-81
| -61% | -$6.02K | ﹤0.01% | 1157 |
|
|
2023
Q3 | $7.31K | Buy |
132
+87
| +193% | +$4.82K | ﹤0.01% | 948 |
|
|
2023
Q2 | $3.06K | Hold |
45
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q1 | $3.41K | Hold |
45
| – | – | ﹤0.01% | 1103 |
|
|
2022
Q4 | $2.52K | Buy |
45
+5
| +13% | +$280 | ﹤0.01% | 1204 |
|
|
2022
Q3 | $2K | Sell |
40
-2
| -5% | -$100 | ﹤0.01% | 1215 |
|
|
2022
Q2 | $1K | Sell |
42
-64
| -60% | -$1.52K | ﹤0.01% | 1413 |
|
|
2022
Q1 | $7K | Buy |
106
+78
| +279% | +$5.15K | ﹤0.01% | 923 |
|
|
2021
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1197 |
|