Ellevest Inc’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-587
| Closed | -$30.4K | – | 1827 |
|
|
2023
Q1 | $30.4K | Hold |
587
| – | – | ﹤0.01% | 732 |
|
|
2022
Q4 | $21.9K | Buy |
587
+299
| +104% | +$11.1K | ﹤0.01% | 828 |
|
|
2022
Q3 | $9K | Buy |
+288
| New | +$9K | ﹤0.01% | 1056 |
|
|
2020
Q2 | – | Sell |
-39
| Closed | -$1K | – | 1419 |
|
|
2020
Q1 | $1K | Buy |
39
+22
| +129% | +$564 | ﹤0.01% | 1024 |
|
|
2019
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 916 |
|