Bailard’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,971
Closed -$576K 796
2023
Q2
$576K Sell
10,971
-800
-7% -$42K 0.02% 363
2023
Q1
$611K Buy
11,771
+2,600
+28% +$135K 0.02% 351
2022
Q4
$342K Buy
+9,171
New +$342K 0.01% 484