Cary Street Partners Investment Advisory’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.68K | Buy |
+19
| New | +$7.68K | ﹤0.01% | 527 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$9.85K | – | 1366 |
|
|
2023
Q3 | $9.85K | Buy |
300
+30
| +11% | +$985 | ﹤0.01% | 1306 |
|
|
2023
Q2 | $9.25K | Hold |
270
| – | – | ﹤0.01% | 1262 |
|
|
2023
Q1 | $7.89K | Sell |
270
-750
| -74% | -$21.9K | ﹤0.01% | 1211 |
|
|
2022
Q4 | $14.4K | Buy |
+1,020
| New | +$14.4K | ﹤0.01% | 1054 |
|