Dorchester Wealth Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.1M | Buy |
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|
2022
Q4 | $1.42M | Sell |
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2022
Q3 | $1.28M | Hold |
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|
2022
Q2 | $1.38M | Hold |
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|
2022
Q1 | $2.31M | Hold |
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|
2021
Q4 | $2.42M | Sell |
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|
2021
Q3 | $2.17M | Sell |
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|
2021
Q2 | $2.23M | Hold |
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|
2021
Q1 | $1.92M | Sell |
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|
2020
Q4 | $2.33M | Sell |
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|
2020
Q3 | $2.11M | Sell |
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|
2020
Q2 | $2.45M | Sell |
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|
2020
Q1 | $1.9M | Hold |
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|
2019
Q4 | $2.43M | Hold |
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|
2019
Q3 | $1.96M | Hold |
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|
2019
Q2 | $2.25M | Hold |
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|
2019
Q1 | $2.94M | Buy |
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