LVW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-29,714
| Closed | -$876K | – | 198 |
|
|
2019
Q4 | $876K | Sell |
29,714
-2,000
| -6% | -$59K | 0.2% | 80 |
|
|
2019
Q3 | $755K | Hold |
31,714
| – | – | 0.19% | 80 |
|
|
2019
Q2 | $866K | Sell |
31,714
-3,000
| -9% | -$81.9K | 0.24% | 69 |
|
|
2019
Q1 | $1.24M | Buy |
+34,714
| New | +$1.24M | 0.33% | 59 |
|