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SlateStone Wealth’s Factset FDS Stock Holding History

SlateStone Wealth’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$655K Hold
1,465
– – 0.06% 188
2025
Q1 		$666K Buy
+1,465
New +$666K 0.07% 181