Focus Partners Wealth
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Focus Partners Wealth’s Spire SR Stock Holding History

Focus Partners Wealth’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,733
Closed -$605K – 2112
2025
Q1 		$605K Buy
7,733
+105
+1% +$8.22K ﹤0.01% 1252
2024
Q4 		$517K Sell
7,628
-89
-1% -$6.04K ﹤0.01% 1297
2024
Q3 		$519K Buy
+7,717
New +$519K ﹤0.01% 1125