TrinityPoint Wealth’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-31,060
| Closed | -$2.28M | – | 333 |
|
|
2024
Q2 | $2.28M | Buy |
+31,060
| New | +$2.28M | 0.36% | 71 |
|
|
2024
Q1 | – | Sell |
-6,355
| Closed | -$472K | – | 313 |
|
|
2023
Q4 | $472K | Buy |
6,355
+2,000
| +46% | +$149K | 0.09% | 196 |
|
|
2023
Q3 | $241K | Buy |
+4,355
| New | +$241K | 0.05% | 249 |
|