CSPIA
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Cary Street Partners Investment Advisory’s Flex FLEX Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,449
Closed -$90.5K – 1022
2023
Q3 		$90.5K Buy
4,449
+3,232
+266% +$65.7K ﹤0.01% 730
2023
Q2 		$25.3K Hold
1,217
– – ﹤0.01% 984
2023
Q1 		$21.1K Hold
1,217
– – ﹤0.01% 957
2022
Q4 		$19.7K Buy
+1,217
New +$19.7K ﹤0.01% 984