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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,385
Closed -$215K 1923
2023
Q4
$215K Buy
+7,385
New +$215K ﹤0.01% 1859