Cary Street Partners Investment Advisory’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $411K | Sell |
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|
2024
Q3 | $12.5M | Sell |
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $11.1M | Buy |
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|
2023
Q4 | $9.96M | Buy |
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|
2023
Q3 | $8.11M | Buy |
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|
2023
Q2 | $173K | Buy |
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|
2023
Q1 | $45.8K | Hold |
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|
2022
Q4 | $51.3K | Buy |
|