Cary Street Partners Investment Advisory’s Thomson Reuters TRI Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio TRI Stock Details TRI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$206K	Buy
2023 Q4	–	Sell
2023 Q3	$6.48K	Hold
2023 Q2	$7.15K	Sell
2023 Q1	$7.29K	Hold
2022 Q4	$6.39K	Buy