CIM
FOCS
Contravisory Investment Management’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 |
-4,701
| Closed | -$215K | – | 388 |
|
|
2022
Q1 | $215K | Hold |
4,701
| – | – | 0.06% | 184 |
|
|
2021
Q4 | $281K | Sell |
4,701
-135
| -3% | -$8.07K | 0.08% | 170 |
|
|
2021
Q3 | $253K | Hold |
4,836
| – | – | 0.08% | 169 |
|
|
2021
Q2 | $235K | Hold |
4,836
| – | – | 0.07% | 166 |
|
|
2021
Q1 | $201K | Hold |
4,836
| – | – | 0.06% | 170 |
|
|
2020
Q4 | $210K | Sell |
4,836
-237
| -5% | -$10.3K | 0.07% | 153 |
|
|
2020
Q3 | $166K | Hold |
5,073
| – | – | 0.06% | 163 |
|
|
2020
Q2 | $152K | Buy |
+5,073
| New | +$152K | 0.06% | 168 |
|