Cary Street Partners Investment Advisory’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
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|
2025
Q1 | $441K | Buy |
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|
2024
Q4 | $464K | Sell |
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|
2024
Q3 | $523K | Sell |
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|
2024
Q2 | $5.32M | Buy |
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|
2024
Q1 | $5.7M | Buy |
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|
2023
Q4 | $5.64M | Buy |
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|
2023
Q3 | $4.7M | Buy |
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|
2023
Q2 | $4.22M | Buy |
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|
2023
Q1 | $4.97M | Buy |
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|
2022
Q4 | $4.07M | Sell |
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|
2022
Q3 | $3.78M | Buy |
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|
2022
Q2 | $3.33M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $11K | Buy |
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