Spire Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-214
| Closed | -$8K | – | 2620 |
|
|
2022
Q4 | $8K | Buy |
214
+114
| +114% | +$4.26K | ﹤0.01% | 1717 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1912 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2315 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 2257 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 2540 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 2306 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2336 |
|
|
2021
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 2718 |
|