Orion Portfolio Solutions’s Shift4 FOUR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,825
| Closed | -$206K | – | 1707 |
|
|
2023
Q4 | $206K | Buy |
+2,825
| New | +$206K | ﹤0.01% | 1566 |
|
|
2023
Q3 | – | Sell |
-3,670
| Closed | -$249K | – | 1637 |
|
|
2023
Q2 | $249K | Buy |
3,670
+218
| +6% | +$14.8K | ﹤0.01% | 1479 |
|
|
2023
Q1 | $262K | Buy |
+3,452
| New | +$262K | ﹤0.01% | 1396 |
|