JFS Wealth 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 Q3	–	Sell	-20,030	Closed	-$1.05M	–	2022
2023 Q2	$1.05M	Hold	20,030	–	–	0.09%	109
2023 Q1	$1.04M	Hold	20,030	–	–	0.1%	110
2022 Q4	$747K	Hold	20,030	–	–	0.07%	126
2022 Q3	$631K	Hold	20,030	–	–	0.07%	134
2022 Q2	$682K	Hold	20,030	–	–	0.07%	126
2022 Q1	$916K	Hold	20,030	–	–	0.09%	122
2021 Q4	$1.2M	Sell	20,030 -2,150	-10%	-$128K	0.11%	108
2021 Q3	$1.16M	Hold	22,180	–	–	0.12%	107
2021 Q2	$1.08M	Hold	22,180	–	–	0.16%	87
2021 Q1	$923K	Buy	22,180 +1,040	+5%	+$43.3K	0.19%	78
2020 Q4	$920K	Hold	21,140	–	–	0.19%	79
2020 Q3	$693K	Hold	21,140	–	–	0.16%	79
2020 Q2	$699K	Hold	21,140	–	–	0.18%	78
2020 Q1	$486K	Hold	21,140	–	–	0.15%	84
2019 Q4	$623K	Hold	21,140	–	–	0.15%	85
2019 Q3	$503K	Hold	21,140	–	–	0.13%	91
2019 Q2	$577K	Buy	+21,140	New	+$577K	0.15%	87