United Capital Financial Advisors’s Shift4 FOUR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,965
| Closed | -$452K | – | 919 |
|
|
2023
Q1 | $452K | Sell |
5,965
-1
| -0% | -$76 | ﹤0.01% | 742 |
|
|
2022
Q4 | $334K | Buy |
5,966
+177
| +3% | +$9.9K | ﹤0.01% | 855 |
|
|
2022
Q3 | $258K | Buy |
+5,789
| New | +$258K | ﹤0.01% | 951 |
|
|
2022
Q2 | – | Sell |
-5,736
| Closed | -$355K | – | 1145 |
|
|
2022
Q1 | $355K | Buy |
+5,736
| New | +$355K | ﹤0.01% | 938 |
|