Global Retirement Partners’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-551
| Closed | -$20.5K | – | 3363 |
|
|
2022
Q4 | $20.5K | Hold |
551
| – | – | ﹤0.01% | 1467 |
|
|
2022
Q3 | $19K | Hold |
551
| – | – | ﹤0.01% | 1428 |
|
|
2022
Q2 | $19K | Hold |
551
| – | – | ﹤0.01% | 1376 |
|
|
2022
Q1 | $20K | Buy |
551
+467
| +556% | +$17K | ﹤0.01% | 1353 |
|
|
2021
Q4 | $5K | Buy |
84
+13
| +18% | +$774 | ﹤0.01% | 193 |
|
|
2021
Q3 | $4K | Buy |
+71
| New | +$4K | ﹤0.01% | 1726 |
|