Endurance Wealth 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
Q1 | – | Sell |
-1,750
| Closed | -$105K | – | 666 |
|
|
2021
Q4 | $105K | Sell |
1,750
-1,000
| -36% | -$60K | 0.01% | 284 |
|
|
2021
Q3 | $144K | Sell |
2,750
-550
| -17% | -$28.8K | 0.02% | 244 |
|
|
2021
Q2 | $159K | Buy |
3,300
+800
| +32% | +$38.5K | 0.02% | 239 |
|
|
2021
Q1 | $104K | Buy |
2,500
+1,500
| +150% | +$62.4K | 0.01% | 279 |
|
|
2020
Q4 | $44K | Buy |
+1,000
| New | +$44K | 0.01% | 340 |
|