CSPIA
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Cary Street Partners Investment Advisory’s First United FUNC Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,125
Closed -$18.3K – 1053
2023
Q3 		$18.3K Hold
1,125
– – ﹤0.01% 1150
2023
Q2 		$16K Hold
1,125
– – ﹤0.01% 1111
2023
Q1 		$19K Hold
1,125
– – ﹤0.01% 992
2022
Q4 		$22.1K Buy
+1,125
New +$22.1K ﹤0.01% 949