Focus Partners Wealth
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Focus Partners Wealth’s Thomson Reuters TRI Stock Holding History

Focus Partners Wealth’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$785K Buy
3,905
+341
+10% +$68.6K ﹤0.01% 1233
2025
Q1 		$616K Sell
3,564
-220
-6% -$38K ﹤0.01% 1240
2024
Q4 		$607K Buy
3,784
+950
+34% +$152K ﹤0.01% 1230
2024
Q3 		$483K Buy
+2,834
New +$483K ﹤0.01% 1149