Apollon 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-9,502
| Closed | -$291K | – | 1324 |
|
2025
Q1 | $291K | Sell |
9,502
-753
| -7% | -$23.1K | 0.01% | 964 |
|
2024
Q4 | $325K | Buy |
10,255
+1,259
| +14% | +$39.9K | 0.01% | 908 |
|
2024
Q3 | $297K | Buy |
8,996
+80
| +0.9% | +$2.64K | 0.01% | 911 |
|
2024
Q2 | $276K | Buy |
8,916
+166
| +2% | +$5.14K | 0.01% | 896 |
|
2024
Q1 | $270K | Buy |
8,750
+74
| +0.9% | +$2.28K | 0.01% | 907 |
|
2023
Q4 | $250K | Buy |
+8,676
| New | +$250K | 0.01% | 905 |
|