J.W. Cole Advisors’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,161
| Closed | -$328K | – | 1289 |
|
|
2024
Q4 | $328K | Sell |
3,161
-885
| -22% | -$91.8K | 0.01% | 745 |
|
|
2024
Q3 | $358K | Sell |
4,046
-79
| -2% | -$7K | 0.02% | 715 |
|
|
2024
Q2 | $303K | Buy |
+4,125
| New | +$303K | 0.01% | 699 |
|
|
2023
Q2 | – | Sell |
-8,008
| Closed | -$607K | – | 781 |
|
|
2023
Q1 | $607K | Buy |
+8,008
| New | +$607K | 0.04% | 401 |
|