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Insight Wealth Strategies’s Shift4 FOUR Stock Holding History

Insight Wealth Strategies’s Portfolio FOUR Stock Details FOUR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,737
Closed -$788K – 165
2024
Q2 		$788K Buy
10,737
+743
+7% +$54.5K 0.11% 120
2024
Q1 		$660K Buy
+9,994
New +$660K 0.1% 126