SPA
FOCS
Sentinel Pension 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-47,744
| Closed | -$1.63M | – | 94 |
|
|
2022
Q2 | $1.63M | Hold |
47,744
| – | – | 0.55% | 32 |
|
|
2022
Q1 | $2.18M | Sell |
47,744
-28,010
| -37% | -$1.28M | 0.74% | 29 |
|
|
2021
Q4 | $4.52M | Buy |
75,754
+28,010
| +59% | +$1.67M | 1.42% | 16 |
|
|
2021
Q3 | $2.5M | Hold |
47,744
| – | – | 0.85% | 24 |
|
|
2021
Q2 | $2.32M | Hold |
47,744
| – | – | 0.81% | 27 |
|
|
2021
Q1 | $1.99M | Hold |
47,744
| – | – | 0.73% | 29 |
|
|
2020
Q4 | $2.08M | Sell |
47,744
-29,106
| -38% | -$1.27M | 0.76% | 29 |
|
|
2020
Q3 | $2.52M | Buy |
76,850
+29,106
| +61% | +$954K | 0.97% | 22 |
|
|
2020
Q2 | $1.58M | Buy |
+47,744
| New | +$1.58M | 0.66% | 31 |
|