Trust Company of Vermont’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 | – | 869 |
|
|
2023
Q2 | $5.25K | Hold |
100
| – | – | ﹤0.01% | 733 |
|
|
2023
Q1 | $5.19K | Hold |
100
| – | – | ﹤0.01% | 772 |
|
|
2022
Q4 | $3.73K | Hold |
100
| – | – | ﹤0.01% | 788 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 911 |
|
|
2022
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 847 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$6K | – | 781 |
|
|
2021
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 718 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$5K | – | 753 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 702 |
|
|
2021
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 693 |
|