Marshall & Sterling Wealth Advisors’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.7K	Hold	24	–	–	0.01%	315
2025 Q1	$10.9K	Buy	+24	New	+$10.9K	0.01%	302