Meeder Asset Management’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
Q1 | – | Sell |
-5,403
| Closed | -$201K | – | 861 |
|
|
2022
Q4 | $201K | Buy |
+5,403
| New | +$201K | 0.02% | 396 |
|
|
2020
Q4 | – | Sell |
-5,378
| Closed | -$176K | – | 2330 |
|
|
2020
Q3 | $176K | Buy |
+5,378
| New | +$176K | 0.01% | 643 |
|
|
2020
Q2 | – | Sell |
-478
| Closed | -$11K | – | 2595 |
|
|
2020
Q1 | $11K | Buy |
+478
| New | +$11K | ﹤0.01% | 1494 |
|
|
2018
Q4 | – | Sell |
-128
| Closed | -$6K | – | 1845 |
|
|
2018
Q3 | $6K | Buy |
+128
| New | +$6K | ﹤0.01% | 1304 |
|