Evelyn Partners Investment Management Services’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$38.3K	Sell	360 -1,800	-83%	-$192K	0.01%	164
2025 Q1	$32.2K	Buy	+2,160	New	+$32.2K	0.01%	152