Sigma Planning Corp’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,625
| Closed | -$382K | – | 1229 |
|
|
2023
Q2 | $382K | Sell |
5,625
-1,100
| -16% | -$74.7K | 0.01% | 844 |
|
|
2023
Q1 | $510K | Buy |
6,725
+1,283
| +24% | +$97.3K | 0.02% | 785 |
|
|
2022
Q4 | $304K | Buy |
+5,442
| New | +$304K | 0.01% | 962 |
|
|
2022
Q2 | – | Sell |
-3,500
| Closed | -$217K | – | 1328 |
|
|
2022
Q1 | $217K | Hold |
3,500
| – | – | 0.01% | 1197 |
|
|
2021
Q4 | $203K | Hold |
3,500
| – | – | 0.01% | 1257 |
|
|
2021
Q3 | $271K | Hold |
3,500
| – | – | 0.01% | 1099 |
|
|
2021
Q2 | $328K | Buy |
+3,500
| New | +$328K | 0.01% | 1018 |
|