SkyOak Wealth’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,332
| Closed | -$207K | – | 268 |
|
|
2024
Q3 | $207K | Buy |
+2,332
| New | +$207K | 0.05% | 222 |
|
|
2023
Q2 | – | Sell |
-3,313
| Closed | -$251K | – | 255 |
|
|
2023
Q1 | $251K | Buy |
+3,313
| New | +$251K | 0.08% | 186 |
|
|
2021
Q3 | – | Sell |
-4,775
| Closed | -$448K | – | 239 |
|
|
2021
Q2 | $448K | Hold |
4,775
| – | – | 0.12% | 139 |
|
|
2021
Q1 | $472K | Buy |
+4,775
| New | +$472K | 0.13% | 134 |
|