Coastal Bridge 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
Q1 | – | Sell |
-5,000
| Closed | -$218K | – | 155 |
|
|
2020
Q4 | $218K | Sell |
5,000
-4,000
| -44% | -$174K | 0.04% | 124 |
|
|
2020
Q3 | $295K | Sell |
9,000
-100
| -1% | -$3.28K | 0.09% | 88 |
|
|
2020
Q2 | $301K | Hold |
9,100
| – | – | 0.1% | 96 |
|
|
2020
Q1 | $209K | Hold |
9,100
| – | – | 0.08% | 115 |
|
|
2019
Q4 | $268K | Sell |
9,100
-74
| -0.8% | -$2.18K | 0.07% | 100 |
|
|
2019
Q3 | $218K | Hold |
9,174
| – | – | 0.07% | 122 |
|
|
2019
Q2 | $251K | Hold |
9,174
| – | – | 0.07% | 102 |
|
|
2019
Q1 | $327K | Buy |
+9,174
| New | +$327K | 0.11% | 90 |
|