Number of Shares
18,826
Previous 163,456 88.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
N/A
-144,630 Reduced 88.48%
18,826 $0
Q2 2024

Jul 22, 2024

SELL
N/A
-11,184 Reduced 6.4%
163,456 $0
Q1 2024

Apr 30, 2024

SELL
N/A
-804 Reduced 0.46%
174,640 $0
Q4 2023

Feb 07, 2024

BUY
N/A
175,444 New
175,444 $0
Q3 2023

Nov 13, 2023

BUY
N/A
167,876 New
167,876 $0
Track This Portfolio

Track Cary Street Partners Investment Advisory LLC Portfolio

Follow Cary Street Partners Investment Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.