BWA
FOCS
Bordeaux Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-43,339
| Closed | -$1.48M | – | 93 |
|
|
2022
Q2 | $1.48M | Buy |
43,339
+12,300
| +40% | +$419K | 1.02% | 18 |
|
|
2022
Q1 | $1.42M | Buy |
31,039
+14,500
| +88% | +$663K | 0.77% | 26 |
|
|
2021
Q4 | $988K | Sell |
16,539
-58,061
| -78% | -$3.47M | 0.45% | 38 |
|
|
2021
Q3 | $3.91M | Buy |
74,600
+49,600
| +198% | +$2.6M | 2.21% | 14 |
|
|
2021
Q2 | $1.21M | Buy |
+25,000
| New | +$1.21M | 0.7% | 24 |
|