TW
FOCS
Transform Wealth’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
Q1 | – | Sell |
-3,973
| Closed | -$237K | – | 235 |
|
|
2021
Q4 | $237K | Sell |
3,973
-25
| -0.6% | -$1.49K | 0.02% | 206 |
|
|
2021
Q3 | $209K | Buy |
+3,998
| New | +$209K | 0.02% | 214 |
|
|
2020
Q4 | – | Sell |
-6,297
| Closed | -$206K | – | 233 |
|
|
2020
Q3 | $206K | Sell |
6,297
-2,067
| -25% | -$67.6K | 0.03% | 206 |
|
|
2020
Q2 | $276K | Sell |
8,364
-9,714
| -54% | -$321K | 0.05% | 189 |
|
|
2020
Q1 | $416K | Buy |
18,078
+3,720
| +26% | +$85.6K | 0.09% | 153 |
|
|
2019
Q4 | $423K | Hold |
14,358
| – | – | 0.07% | 169 |
|
|
2019
Q3 | $342K | Hold |
14,358
| – | – | 0.06% | 169 |
|
|
2019
Q2 | $392K | Buy |
14,358
+1,300
| +10% | +$35.5K | 0.06% | 188 |
|
|
2019
Q1 | $465K | Buy |
+13,058
| New | +$465K | 0.09% | 132 |
|