J.P. Morgan Private Wealth Advisors’s Shift4 FOUR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$687K Sell
12,415
-6,572
-35% -$364K ﹤0.01% 1113
2023
Q2
$1.29M Sell
18,987
-3,348
-15% -$227K 0.01% 693
2023
Q1
$1.69M Buy
22,335
+18,193
+439% +$1.38M ﹤0.01% 941
2022
Q4
$232K Buy
+4,142
New +$232K ﹤0.01% 1760