VHAM
FOCS
Van Hulzen Asset 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 |
-7,597
| Closed | -$283K | – | 328 |
|
|
2022
Q4 | $283K | Buy |
7,597
+320
| +4% | +$11.9K | 0.03% | 234 |
|
|
2022
Q3 | $229K | Buy |
7,277
+367
| +5% | +$11.5K | 0.03% | 242 |
|
|
2022
Q2 | $235K | Buy |
6,910
+195
| +3% | +$6.63K | 0.03% | 257 |
|
|
2022
Q1 | $307K | Sell |
6,715
-2,837
| -30% | -$130K | 0.03% | 231 |
|
|
2021
Q4 | $570K | Buy |
9,552
+1,762
| +23% | +$105K | 0.06% | 167 |
|
|
2021
Q3 | $408K | Buy |
7,790
+26
| +0.3% | +$1.36K | 0.06% | 177 |
|
|
2021
Q2 | $377K | Buy |
7,764
+99
| +1% | +$4.81K | 0.06% | 179 |
|
|
2021
Q1 | $319K | Buy |
7,665
+260
| +4% | +$10.8K | 0.05% | 190 |
|
|
2020
Q4 | $322K | Buy |
+7,405
| New | +$322K | 0.05% | 203 |
|