SSWM
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Sheets Smith Wealth Management’s Shift4 FOUR Stock Holding History

Sheets Smith 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
2024
Q2 		– Sell
-3,314
Closed -$219K – 386
2024
Q1 		$219K Buy
+3,314
New +$219K 0.02% 358