Duality Advisers’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 |
-32,115
| Closed | -$1.47M | – | 917 |
|
2022
Q1 | $1.47M | Buy |
32,115
+4,480
| +16% | +$205K | 0.16% | 237 |
|
2021
Q4 | $1.65M | Buy |
+27,635
| New | +$1.65M | 0.18% | 209 |
|
2021
Q3 | – | Sell |
-11,534
| Closed | -$559K | – | 741 |
|
2021
Q2 | $559K | Sell |
11,534
-30,065
| -72% | -$1.46M | 0.05% | 419 |
|
2021
Q1 | $1.73M | Buy |
41,599
+21,797
| +110% | +$907K | 0.15% | 244 |
|
2020
Q4 | $861K | Sell |
19,802
-9,178
| -32% | -$399K | 0.06% | 375 |
|
2020
Q3 | $950K | Buy |
+28,980
| New | +$950K | 0.06% | 380 |
|