Focused Wealth Management, Inc
Holdings in PRTA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,026,424 | 107,479 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $557,579 | 57,129 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $195,023 | 32,129 | Shares | Sole | 2025-07-15 |
| 2025-03-31 | $397,596 | 32,129 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $444,986 | 32,129 | Shares | Sole | 2025-01-28 |
| 2024-06-30 | $415,462 | 20,129 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $250,895 | 10,129 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $4,687 | 129 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $6,224 | 129 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $8,808 | 129 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $6,252 | 129 | Shares | Sole | 2023-04-13 |
| 2022-12-31 | $7,772 | 129 | Shares | Sole | 2023-01-13 |
| 2022-09-30 | $7,821 | 129 | Shares | Sole | 2022-10-20 |
| 2022-06-30 | $3,502 | 129 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $4,717 | 129 | Shares | Sole | 2022-04-29 |
| 2021-12-31 | $118,164 | 2,392 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $170,382 | 2,392 | Shares | Sole | 2021-10-12 |
| 2021-06-30 | $239,262 | 4,654 | Shares | Sole | 2021-07-15 |
| 2021-03-31 | $230,576 | 9,179 | Shares | Sole | 2021-05-03 |
| 2020-12-31 | $148,455 | 12,361 | Shares | Sole | 2021-02-03 |
| 2020-09-30 | $196,383 | 19,658 | Shares | Sole | 2020-10-19 |
| 2020-06-30 | $188,980 | 18,067 | Shares | Sole | 2020-07-24 |
| 2020-03-31 | $193,316 | 18,067 | Shares | Sole | 2020-05-06 |