Cary Street Partners Investment Advisory’s NerdWallet NRDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-40
Closed -$356 1407
2023
Q3
$356 Hold
40
﹤0.01% 1805
2023
Q2
$376 Hold
40
﹤0.01% 1698
2023
Q1
$647 Hold
40
﹤0.01% 1597
2022
Q4
$384 Buy
+40
New +$384 ﹤0.01% 1632