AWM
TY icon

Accel Wealth Management’s TRI-Continental Corp TY Stock Holding History

Accel Wealth Management’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,373
Closed -$36.5K – 814
2023
Q1 		$36.5K Buy
1,373
+15
+1% +$402 0.01% 554
2022
Q4 		$34.8K Hold
1,358
– – 0.02% 427
2022
Q3 		$37K Hold
1,358
– – 0.02% 434
2022
Q2 		$36K Sell
1,358
-1,358
-50% -$39K 0.02% 416
2022
Q1 		$84K Hold
2,716
– – 0.04% 279
2021
Q4 		$90K Hold
2,716
– – 0.04% 276
2021
Q3 		$91K Buy
+2,716
New +$93K 0.06% 238

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RJFSA
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