Nisa Investment 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 |
-1,077
| Closed | -$56.6K | – | 2876 |
|
|
2023
Q2 | $56.6K | Sell |
1,077
-230
| -18% | -$12.1K | ﹤0.01% | 1713 |
|
|
2023
Q1 | $68K | Hold |
1,307
| – | – | ﹤0.01% | 1621 |
|
|
2022
Q4 | $49K | Hold |
1,307
| – | – | ﹤0.01% | 1783 |
|
|
2022
Q3 | $45K | Buy |
1,307
+42
| +3% | +$1.45K | ﹤0.01% | 1783 |
|
|
2022
Q2 | $43K | Buy |
1,265
+900
| +247% | +$30.6K | ﹤0.01% | 1784 |
|
|
2022
Q1 | $17K | Sell |
365
-160
| -30% | -$7.45K | ﹤0.01% | 2100 |
|
|
2021
Q4 | $26K | Hold |
525
| – | – | ﹤0.01% | 1882 |
|
|
2021
Q3 | $27 | Hold |
525
| – | – | ﹤0.01% | 2039 |
|
|
2021
Q2 | $25 | Sell |
525
-1,600
| -75% | -$76 | ﹤0.01% | 2098 |
|
|
2021
Q1 | $88 | Hold |
2,125
| – | – | ﹤0.01% | 1805 |
|
|
2020
Q4 | $92K | Hold |
2,125
| – | – | ﹤0.01% | 1769 |
|
|
2020
Q3 | $70K | Buy |
2,125
+170
| +9% | +$5.6K | ﹤0.01% | 1665 |
|
|
2020
Q2 | $65K | Buy |
1,955
+35
| +2% | +$1.16K | ﹤0.01% | 1540 |
|
|
2020
Q1 | $44K | Buy |
+1,920
| New | +$44K | ﹤0.01% | 1554 |
|