Equitable Trust’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
Q3 | – | Sell |
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|
2023
Q2 | $441K | Hold |
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|
2023
Q1 | $436K | Sell |
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|
2022
Q4 | $645K | Sell |
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|
2022
Q3 | $613K | Buy |
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|
2022
Q2 | $565K | Buy |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q4 | $644K | Sell |
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|
2021
Q3 | $645K | Buy |
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|
2021
Q2 | $585K | Buy |
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|
2021
Q1 | $458K | Buy |
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|
2020
Q4 | $358K | Buy |
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