BCWM
FOCS
Bartlett & Co Wealth Management’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 |
-2,625
| Closed | -$138K | – | 1211 |
|
|
2023
Q2 | $138K | Sell |
2,625
-18,377
| -88% | -$965K | ﹤0.01% | 503 |
|
|
2023
Q1 | $1.09M | Hold |
21,002
| – | – | 0.02% | 222 |
|
|
2022
Q4 | $783K | Sell |
21,002
-9,200
| -30% | -$343K | 0.02% | 242 |
|
|
2022
Q3 | $952K | Hold |
30,202
| – | – | 0.02% | 221 |
|
|
2022
Q2 | $1.03M | Sell |
30,202
-27,000
| -47% | -$920K | 0.02% | 215 |
|
|
2022
Q1 | $2.62M | Hold |
57,202
| – | – | 0.05% | 164 |
|
|
2021
Q4 | $3.42M | Buy |
57,202
+1,491
| +3% | +$89K | 0.06% | 149 |
|
|
2021
Q3 | $2.92M | Buy |
55,711
+1,109
| +2% | +$58.1K | 0.06% | 153 |
|
|
2021
Q2 | $2.65M | Hold |
54,602
| – | – | 0.05% | 157 |
|
|
2021
Q1 | $2.27M | Buy |
+54,602
| New | +$2.27M | 0.05% | 162 |
|