O'Shaughnessy Asset Management’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-512
| Closed | -$27K | – | 2678 |
|
|
2021
Q3 | $27K | Hold |
512
| – | – | ﹤0.01% | 1854 |
|
|
2021
Q2 | $25K | Hold |
512
| – | – | ﹤0.01% | 1785 |
|
|
2021
Q1 | $21K | Hold |
512
| – | – | ﹤0.01% | 1627 |
|
|
2020
Q4 | $22K | Hold |
512
| – | – | ﹤0.01% | 1403 |
|
|
2020
Q3 | $17K | Hold |
512
| – | – | ﹤0.01% | 1280 |
|
|
2020
Q2 | $17K | Buy |
+512
| New | +$17K | ﹤0.01% | 1177 |
|
|
2020
Q1 | – | Sell |
-512
| Closed | -$15K | – | 1914 |
|
|
2019
Q4 | $15K | Buy |
+512
| New | +$15K | ﹤0.01% | 1215 |
|