Cary Street Partners’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$64.6K	Sell	112 -3	-3%	-$1.73K	﹤0.01%	857
2025 Q1	$65K	Sell	115 -14	-11%	-$7.92K	﹤0.01%	820
2024 Q4	$77.4K	Buy	+129	New	+$77.4K	﹤0.01%	790