LFAS
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Level Four Advisory Services’s Shift4 FOUR Stock Holding History

Level Four Advisory Services’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,704
Closed -$591K – 787
2023
Q2 		$591K Buy
8,704
+1,341
+18% +$91.1K 0.04% 426
2023
Q1 		$558K Buy
+7,363
New +$558K 0.04% 396