Financial Management Professionals’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
Q1 | – | Sell |
-2,011
| Closed | -$75K | – | 1180 |
|
|
2022
Q4 | $75K | Sell |
2,011
-20
| -1% | -$746 | 0.02% | 190 |
|
|
2022
Q3 | $64K | Buy |
2,031
+562
| +38% | +$17.7K | 0.01% | 198 |
|
|
2022
Q2 | $50K | Sell |
1,469
-203
| -12% | -$6.91K | 0.01% | 227 |
|
|
2022
Q1 | $76K | Hold |
1,672
| – | – | 0.02% | 195 |
|
|
2021
Q4 | $100K | Hold |
1,672
| – | – | 0.02% | 172 |
|
|
2021
Q3 | $88K | Sell |
1,672
-12
| -0.7% | -$632 | 0.02% | 170 |
|
|
2021
Q2 | $82K | Buy |
1,684
+16
| +1% | +$779 | 0.02% | 175 |
|
|
2021
Q1 | $69K | Sell |
1,668
-26
| -2% | -$1.08K | 0.02% | 192 |
|
|
2020
Q4 | $74K | Buy |
+1,694
| New | +$74K | 0.02% | 163 |
|