Cary Street Partners’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.4M Sell
160,547
-2,410
-1% -$216K 0.4% 64
2025
Q1
$12.4M Sell
162,957
-1,932
-1% -$147K 0.39% 65
2024
Q4
$12.7M Buy
+164,889
New +$12.7M 0.41% 63