PCP
FOCS
Proficio Capital Partners’s Focus Financial Partners Inc. Class A FOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-36,087
| Closed | -$1.14M | – | 298 |
|
|
2022
Q3 | $1.14M | Hold |
36,087
| – | – | 0.21% | 70 |
|
|
2022
Q2 | $1.23M | Sell |
36,087
-12
| -0% | -$409 | 0.23% | 65 |
|
|
2022
Q1 | $1.65M | Buy |
36,099
+12
| +0% | +$549 | 0.25% | 64 |
|
|
2021
Q4 | $2.16M | Hold |
36,087
| – | – | 0.3% | 63 |
|
|
2021
Q3 | $1.89M | Hold |
36,087
| – | – | 0.25% | 69 |
|
|
2021
Q2 | $1.75M | Buy |
36,087
+9,500
| +36% | +$461K | 0.21% | 68 |
|
|
2021
Q1 | $1.11M | Buy |
26,587
+10,000
| +60% | +$416K | 0.14% | 86 |
|
|
2020
Q4 | $722K | Hold |
16,587
| – | – | 0.11% | 83 |
|
|
2020
Q3 | $544K | Buy |
+16,587
| New | +$544K | 0.1% | 88 |
|