Harbor Investment Advisory’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
Q3 | – | Sell |
-1,619
| Closed | -$85K | – | 1375 |
|
|
2023
Q2 | $85K | Hold |
1,619
| – | – | 0.01% | 548 |
|
|
2023
Q1 | $84K | Hold |
1,619
| – | – | 0.01% | 546 |
|
|
2022
Q4 | $60.3K | Buy |
1,619
+575
| +55% | +$21.4K | 0.01% | 647 |
|
|
2022
Q3 | $33K | Buy |
1,044
+645
| +162% | +$20.4K | 0.01% | 797 |
|
|
2022
Q2 | $14K | Buy |
+399
| New | +$14K | ﹤0.01% | 976 |
|