Focus Partners Wealth’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
27,977
+8,650
+45% +$342K ﹤0.01% 1095
2025
Q1
$274K Sell
19,327
-3,170
-14% -$44.9K ﹤0.01% 1606
2024
Q4
$403K Buy
+22,497
New +$403K ﹤0.01% 1404