LWM
FOUR icon

Laidlaw Wealth Management’s Shift4 FOUR Stock Holding History

Laidlaw Wealth Management’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,100
Closed -$309K – 265
2020
Q4 		$309K Sell
4,100
-150
-4% -$11.3K 0.07% 259
2020
Q3 		$206K Buy
+4,250
New +$206K 0.09% 192