SignatureFD’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 |
-914
| Closed | -$48K | – | 3348 |
|
|
2023
Q2 | $48K | Buy |
914
+177
| +24% | +$9.29K | ﹤0.01% | 1460 |
|
|
2023
Q1 | $38.2K | Buy |
737
+20
| +3% | +$1.04K | ﹤0.01% | 1520 |
|
|
2022
Q4 | $26.7K | Buy |
717
+335
| +88% | +$12.5K | ﹤0.01% | 1658 |
|
|
2022
Q3 | $12K | Buy |
382
+253
| +196% | +$7.95K | ﹤0.01% | 2011 |
|
|
2022
Q2 | $4K | Buy |
129
+11
| +9% | +$341 | ﹤0.01% | 2568 |
|
|
2022
Q1 | $5K | Sell |
118
-24
| -17% | -$1.02K | ﹤0.01% | 2528 |
|
|
2021
Q4 | $8K | Buy |
142
+77
| +118% | +$4.34K | ﹤0.01% | 2236 |
|
|
2021
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2574 |
|
|
2021
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2505 |
|
|
2021
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 2399 |
|
|
2020
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 2199 |
|
|
2020
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 2299 |
|
|
2020
Q2 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 2208 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$3K | – | 2496 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1834 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1884 |
|
|
2019
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1719 |
|