Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5K | Buy |
113
+42
| +59% | +$1.86K | ﹤0.01% | 1451 |
|
|
2021
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 1537 |
|
|
2021
Q1 | $2K | Hold |
71
| – | – | ﹤0.01% | 1566 |
|
|
2020
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 1349 |
|
|
2020
Q3 | $2K | Hold |
71
| – | – | ﹤0.01% | 1365 |
|
|
2020
Q2 | $2K | Buy |
+71
| New | +$2K | ﹤0.01% | 1344 |
|