WLPWM
FOCS
Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-300
| Closed | -$12K | – | 322 |
|
|
2021
Q1 | $12K | Hold |
300
| – | – | 0.01% | 229 |
|
|
2020
Q4 | $13K | Hold |
300
| – | – | 0.01% | 208 |
|
|
2020
Q3 | $10K | Hold |
300
| – | – | 0.01% | 219 |
|
|
2020
Q2 | $10K | Hold |
300
| – | – | 0.01% | 202 |
|
|
2020
Q1 | $7K | Hold |
300
| – | – | 0.01% | 211 |
|
|
2019
Q4 | $9K | Buy |
+300
| New | +$9K | 0.01% | 210 |
|