GYL Financial Synergies’s Focus Financial Partners Inc. Class A FOCS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,114	Closed	-$531K	–	350
2023 Q2	$531K	Hold	10,114	–	–	0.05%	235
2023 Q1	$525K	Hold	10,114	–	–	0.06%	183
2022 Q4	$377K	Sell	10,114 -886	-8%	-$33K	0.08%	154
2022 Q3	$347K	Hold	11,000	–	–	0.09%	137
2022 Q2	$375K	Hold	11,000	–	–	0.1%	129
2022 Q1	$503K	Sell	11,000 -38,454	-78%	-$1.76M	0.12%	109
2021 Q4	$2.95M	Hold	49,454	–	–	0.8%	22
2021 Q3	$2.59M	Sell	49,454 -2,200	-4%	-$115K	1.32%	16
2021 Q2	$2.51M	Hold	51,654	–	–	1.29%	15
2021 Q1	$2.15M	Sell	51,654 -13,557	-21%	-$564K	1.18%	17
2020 Q4	$2.84M	Sell	65,211 -13,201	-17%	-$574K	1.63%	11
2020 Q3	$2.57M	Sell	78,412 -32,694	-29%	-$1.07M	1.69%	12
2020 Q2	$3.67M	Sell	111,106 -9,905	-8%	-$327K	2.66%	6
2020 Q1	$2.78M	Sell	121,011 -1,550	-1%	-$35.7K	1.78%	11
2019 Q4	$3.61M	Sell	122,561 -500	-0.4%	-$14.7K	1.6%	10
2019 Q3	$2.93M	Hold	123,061	–	–	1.46%	10
2019 Q2	$3.36M	Hold	123,061	–	–	1.78%	10
2019 Q1	$4.39M	Buy	+123,061	New	+$4.39M	2.46%	8