Focus Partners Wealth’s Telos TLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,042
| Closed | -$41.2K | – | 1986 |
|
|
2024
Q4 | $41.2K | Sell |
12,042
-13,217
| -52% | -$45.2K | ﹤0.01% | 1808 |
|
|
2024
Q3 | $90.7K | Hold |
25,259
| – | – | ﹤0.01% | 1508 |
|
|
2024
Q2 | $102K | Sell |
25,259
-5,000
| -17% | -$20.2K | ﹤0.01% | 1192 |
|
|
2024
Q1 | $126K | Buy |
30,259
+1,235
| +4% | +$5.14K | ﹤0.01% | 957 |
|
|
2023
Q4 | $106K | Buy |
+29,024
| New | +$106K | ﹤0.01% | 767 |
|