SOA Wealth 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 |
-100
| Closed | -$5.25K | – | 965 |
|
|
2023
Q2 | $5.25K | Hold |
100
| – | – | ﹤0.01% | 618 |
|
|
2023
Q1 | $5.19K | Hold |
100
| – | – | ﹤0.01% | 617 |
|
|
2022
Q4 | $3.73K | Hold |
100
| – | – | ﹤0.01% | 660 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 688 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 673 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 737 |
|
|
2021
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 678 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 698 |
|
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 711 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 664 |
|
|
2020
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 620 |
|