CSP
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Cary Street Partners’s Broadridge BR Stock Holding History

Cary Street Partners’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$151K Buy
621
+156
+34% +$37.9K ﹤0.01% 814
2025
Q1 		$113K Sell
465
-472
-50% -$114K ﹤0.01% 801
2024
Q4 		$212K Buy
+937
New +$212K 0.01% 704