Clearstead 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
Q2 | – | Sell |
-245
| Closed | -$11K | – | 1484 |
|
|
2022
Q1 | $11K | Buy |
+245
| New | +$11K | ﹤0.01% | 979 |
|
|
2021
Q1 | – | Sell |
-245
| Closed | -$11K | – | 1200 |
|
|
2020
Q4 | $11K | Hold |
245
| – | – | ﹤0.01% | 714 |
|
|
2020
Q3 | $8K | Hold |
245
| – | – | ﹤0.01% | 706 |
|
|
2020
Q2 | $8K | Hold |
245
| – | – | ﹤0.01% | 629 |
|
|
2020
Q1 | $6K | Buy |
+245
| New | +$6K | ﹤0.01% | 630 |
|