IWA
Inspirion Wealth Advisors’s Shift4 FOUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Hold |
3,538
| – | – | 0.05% | 116 |
|
|
2025
Q1 | $289K | Hold |
3,538
| – | – | 0.04% | 126 |
|
|
2024
Q4 | $375K | Hold |
3,538
| – | – | 0.05% | 111 |
|
|
2024
Q3 | $313K | Hold |
3,538
| – | – | 0.04% | 118 |
|
|
2024
Q2 | $260K | Hold |
3,538
| – | – | 0.04% | 130 |
|
|
2024
Q1 | $234K | Hold |
3,538
| – | – | 0.04% | 130 |
|
|
2023
Q4 | $260K | Buy |
+3,538
| New | +$260K | 0.05% | 121 |
|
|
2023
Q3 | – | Sell |
-3,538
| Closed | -$240K | – | 137 |
|
|
2023
Q2 | $240K | Sell |
3,538
-574
| -14% | -$39K | 0.05% | 125 |
|
|
2023
Q1 | $312K | Buy |
+4,112
| New | +$312K | 0.06% | 100 |
|