TFA
FOCS
Toth Financial Advisory’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 |
-1,000
| Closed | -$52.5K | – | 857 |
|
|
2023
Q2 | $52.5K | Hold |
1,000
| – | – | 0.01% | 265 |
|
|
2023
Q1 | $51.9K | Hold |
1,000
| – | – | 0.01% | 271 |
|
|
2022
Q4 | $37.3K | Hold |
1,000
| – | – | 0.01% | 308 |
|
|
2022
Q3 | $32K | Hold |
1,000
| – | – | 0.01% | 324 |
|
|
2022
Q2 | $34K | Hold |
1,000
| – | – | 0.01% | 315 |
|
|
2022
Q1 | $46K | Sell |
1,000
-2,000
| -67% | -$92K | 0.01% | 299 |
|
|
2021
Q4 | $179K | Hold |
3,000
| – | – | 0.02% | 206 |
|
|
2021
Q3 | $157K | Hold |
3,000
| – | – | 0.02% | 209 |
|
|
2021
Q2 | $146K | Buy |
3,000
+850
| +40% | +$41.4K | 0.02% | 195 |
|
|
2021
Q1 | $89K | Sell |
2,150
-11,500
| -84% | -$476K | 0.01% | 238 |
|
|
2020
Q4 | $594K | Buy |
+13,650
| New | +$594K | 0.1% | 131 |
|