Bell Investment Advisors’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 |
-23
| Closed | -$1.21K | – | 2021 |
|
2023
Q2 | $1.21K | Hold |
23
| – | – | ﹤0.01% | 1532 |
|
2023
Q1 | $1.19K | Sell |
23
-11
| -32% | -$571 | ﹤0.01% | 1485 |
|
2022
Q4 | $1.27K | Buy |
34
+18
| +113% | +$671 | ﹤0.01% | 1483 |
|
2022
Q3 | $1K | Sell |
16
-27
| -63% | -$1.69K | ﹤0.01% | 1670 |
|
2022
Q2 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 1694 |
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1704 |
|
2021
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1657 |
|