FPAS
Focus Partners Advisor Solutions’s Polaris PII Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $428K | Buy |
10,538
+3,777
| +56% | +$154K | 0.01% | 720 |
|
2025
Q1 | $277K | Buy |
6,761
+671
| +11% | +$27.5K | ﹤0.01% | 788 |
|
2024
Q4 | $351K | Buy |
6,090
+3,388
| +125% | +$195K | 0.01% | 562 |
|
2024
Q3 | $225K | Sell |
2,702
-140
| -5% | -$11.7K | ﹤0.01% | 684 |
|
2024
Q2 | $223K | Sell |
2,842
-1,348
| -32% | -$106K | 0.01% | 571 |
|
2024
Q1 | $420K | Buy |
+4,190
| New | +$420K | 0.01% | 395 |
|