Algert Global’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24,807
| Closed | -$1.3M | – | 1296 |
|
|
2023
Q2 | $1.3M | Hold |
24,807
| – | – | 0.06% | 562 |
|
|
2023
Q1 | $1.29M | Buy |
24,807
+5,930
| +31% | +$308K | 0.06% | 532 |
|
|
2022
Q4 | $704K | Sell |
18,877
-5,830
| -24% | -$217K | 0.04% | 701 |
|
|
2022
Q3 | $779K | Buy |
24,707
+5,247
| +27% | +$165K | 0.05% | 645 |
|
|
2022
Q2 | $663K | Hold |
19,460
| – | – | 0.05% | 652 |
|
|
2022
Q1 | $890K | Buy |
19,460
+11,094
| +133% | +$507K | 0.06% | 574 |
|
|
2021
Q4 | $500K | Sell |
8,366
-3,160
| -27% | -$189K | 0.06% | 537 |
|
|
2021
Q3 | $604K | Buy |
+11,526
| New | +$604K | 0.08% | 457 |
|