Focus Partners Wealth’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Sell
13,588
-763
-5% -$68.2K ﹤0.01% 1057
2025
Q1
$1.09M Buy
14,351
+2,101
+17% +$159K ﹤0.01% 1026
2024
Q4
$947K Buy
12,250
+107
+0.9% +$8.27K ﹤0.01% 1066
2024
Q3
$887K Sell
12,143
-18,217
-60% -$1.33M ﹤0.01% 964
2024
Q2
$1.83M Buy
30,360
+17,634
+139% +$1.06M 0.01% 669
2024
Q1
$803K Buy
+12,726
New +$803K 0.01% 640