IFP Advisors’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
Q1 | – | Sell |
-14
| Closed | -$1K | – | 4589 |
|
|
2022
Q4 | $1K | Sell |
14
-147
| -91% | -$10.5K | ﹤0.01% | 4558 |
|
|
2022
Q3 | $7K | Buy |
161
+14
| +10% | +$609 | ﹤0.01% | 3901 |
|
|
2022
Q2 | $6K | Hold |
147
| – | – | ﹤0.01% | 3733 |
|
|
2022
Q1 | $6K | Buy |
+147
| New | +$6K | ﹤0.01% | 3733 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4850 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4653 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4508 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4293 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4129 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3931 |
|
|
2020
Q1 | – | Sell |
-244
| Closed | -$7K | – | 3820 |
|
|
2019
Q4 | $7K | Buy |
+244
| New | +$7K | ﹤0.01% | 2080 |
|