Zurich Cantonal Bank’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 |
-10,643
| Closed | -$559K | – | 2815 |
|
|
2023
Q2 | $559K | Buy |
10,643
+1,536
| +17% | +$80.7K | ﹤0.01% | 1281 |
|
|
2023
Q1 | $472K | Hold |
9,107
| – | – | ﹤0.01% | 1318 |
|
|
2022
Q4 | $339K | Buy |
9,107
+1,765
| +24% | +$65.8K | ﹤0.01% | 1490 |
|
|
2022
Q3 | $231K | Hold |
7,342
| – | – | ﹤0.01% | 1664 |
|
|
2022
Q2 | $250K | Hold |
7,342
| – | – | ﹤0.01% | 1669 |
|
|
2022
Q1 | $336K | Hold |
7,342
| – | – | ﹤0.01% | 1593 |
|
|
2021
Q4 | $438K | Buy |
7,342
+3,140
| +75% | +$187K | ﹤0.01% | 1545 |
|
|
2021
Q3 | $220K | Hold |
4,202
| – | – | ﹤0.01% | 1864 |
|
|
2021
Q2 | $204K | Hold |
4,202
| – | – | ﹤0.01% | 1793 |
|
|
2021
Q1 | $175K | Buy |
4,202
+1,277
| +44% | +$53.2K | ﹤0.01% | 1858 |
|
|
2020
Q4 | $127K | Hold |
2,925
| – | – | ﹤0.01% | 2105 |
|
|
2020
Q3 | $96K | Hold |
2,925
| – | – | ﹤0.01% | 2009 |
|
|
2020
Q2 | $97K | Hold |
2,925
| – | – | ﹤0.01% | 1961 |
|
|
2020
Q1 | $67K | Hold |
2,925
| – | – | ﹤0.01% | 1821 |
|
|
2019
Q4 | $86K | Buy |
+2,925
| New | +$86K | ﹤0.01% | 1815 |
|