CAPTRUST Financial 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 |
-1,752
| Closed | -$60K | – | 4416 |
|
|
2022
Q2 | $60K | Buy |
1,752
+138
| +9% | +$4.73K | ﹤0.01% | 2605 |
|
|
2022
Q1 | $74K | Sell |
1,614
-112
| -6% | -$5.14K | ﹤0.01% | 2498 |
|
|
2021
Q4 | $103K | Sell |
1,726
-223
| -11% | -$13.3K | ﹤0.01% | 2148 |
|
|
2021
Q3 | $102K | Buy |
1,949
+1,795
| +1,166% | +$93.9K | ﹤0.01% | 2064 |
|
|
2021
Q2 | $7K | Hold |
154
| – | – | ﹤0.01% | 3732 |
|
|
2021
Q1 | $6K | Buy |
154
+54
| +54% | +$2.1K | ﹤0.01% | 3686 |
|
|
2020
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 2959 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$3K | – | 3301 |
|
|
2020
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2541 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$2K | – | 1918 |
|
|
2019
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1824 |
|