Retirement Planning Company of New England’s Shift4 FOUR Stock Holding History

Retirement Planning Company of New England’s Portfolio FOUR Stock Details FOUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$637K	Buy
2025 Q1	$521K	Buy
2024 Q4	$621K	Sell
2024 Q3	$532K	Buy
2024 Q2	$369K	Buy