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Addison Advisors’s TRI-Continental Corp TY Stock Holding History

Addison Advisors’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
Q3 		– Sell
-470
Closed -$12.9K – 694
2023
Q2 		$12.9K Hold
470
– – 0.01% 455
2023
Q1 		$12.5K Hold
470
– – 0.01% 438
2022
Q4 		$12K Hold
470
– – 0.01% 432
2022
Q3 		$12K Hold
470
– – 0.01% 432
2022
Q2 		$12K Hold
470
– – 0.01% 429
2022
Q1 		$14K Hold
470
– – 0.01% 440
2021
Q4 		$16K Hold
470
– – 0.01% 367
2021
Q3 		$16K Hold
470
– – 0.01% 277
2021
Q2 		$16K Buy
+470
New +$15.9K 0.01% 274
2020
Q4 		$14K Buy
+470
New +$13.1K 0.01% 270

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BFS
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Allspring Global Investments
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BBPWM
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RJA
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DBT
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RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return