Altus Wealth Group’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Sell |
30,851
-1,825
| -6% | -$57.8K | 0.43% | 47 |
|
|
2025
Q1 | $1M | Sell |
32,676
-2,126
| -6% | -$65.2K | 0.47% | 44 |
|
|
2024
Q4 | $1.1M | Sell |
34,802
-440
| -1% | -$13.9K | 0.49% | 46 |
|
|
2024
Q3 | $1.16M | Sell |
35,242
-782
| -2% | -$25.8K | 0.5% | 45 |
|
|
2024
Q2 | $1.12M | Buy |
36,024
+2,825
| +9% | +$87.5K | 0.56% | 43 |
|
|
2024
Q1 | $1.02M | Buy |
33,199
+7,025
| +27% | +$216K | 0.51% | 50 |
|
|
2023
Q4 | $755K | Buy |
26,174
+16
| +0.1% | +$461 | 0.42% | 59 |
|
|
2023
Q3 | $696K | Buy |
26,158
+583
| +2% | +$15.5K | 0.44% | 57 |
|
|
2023
Q2 | $701K | Buy |
25,575
+965
| +4% | +$26.5K | 0.43% | 57 |
|
|
2023
Q1 | $653K | Buy |
24,610
+14
| +0.1% | +$372 | 0.44% | 59 |
|
|
2022
Q4 | $630K | Buy |
24,596
+345
| +1% | +$8.84K | 0.48% | 58 |
|
|
2022
Q3 | $809K | Hold |
24,251
| – | – | 0.8% | 33 |
|
|
2022
Q2 | $809K | Buy |
24,251
+2,623
| +12% | +$87.5K | 0.8% | 33 |
|
|
2022
Q1 | $667K | Sell |
21,628
-2,617
| -11% | -$80.7K | 0.55% | 43 |
|
|
2021
Q4 | $805K | Sell |
24,245
-6
| -0% | -$199 | 0.66% | 36 |
|
|
2021
Q3 | $809K | Buy |
24,251
+6,078
| +33% | +$203K | 0.8% | 33 |
|
|
2021
Q2 | $620K | Buy |
18,173
+8
| +0% | +$273 | 0.61% | 41 |
|
|
2021
Q1 | $613K | Sell |
18,165
-2,434
| -12% | -$82.1K | 0.61% | 39 |
|
|
2020
Q4 | $607K | Buy |
+20,599
| New | +$607K | 0.58% | 34 |
|