Carson Wealth (CWM LLC)’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 |
-257
| Closed | -$13K | – | 4642 |
|
|
2023
Q2 | $13K | Hold |
257
| – | – | ﹤0.01% | 2951 |
|
|
2023
Q1 | $13K | Sell |
257
-157
| -38% | -$7.94K | ﹤0.01% | 2826 |
|
|
2022
Q4 | $15K | Sell |
414
-129
| -24% | -$4.67K | ﹤0.01% | 2588 |
|
|
2022
Q3 | $17K | Buy |
543
+41
| +8% | +$1.28K | ﹤0.01% | 2352 |
|
|
2022
Q2 | $17K | Buy |
502
+348
| +226% | +$11.8K | ﹤0.01% | 2241 |
|
|
2022
Q1 | $7K | Buy |
154
+142
| +1,183% | +$6.46K | ﹤0.01% | 2709 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 3410 |
|