BWFA
TY icon

Baltimore-Washington Financial Advisors’s TRI-Continental Corp TY Stock Holding History

Baltimore-Washington Financial 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
2026
Q1 		$771K Hold
24,416
– – 0.03% 98
2025
Q4 		$797K Hold
24,416
– – 0.03% 102
2025
Q3 		$830K Hold
24,416
– – 0.04% 102
2025
Q2 		$773K Sell
24,416
-16,388
-40% -$497K 0.04% 99
2025
Q1 		$1.25M Sell
40,804
-16,388
-29% -$522K 0.07% 83
2024
Q4 		$1.81M Hold
57,192
– – 0.09% 81
2024
Q3 		$1.89M Hold
57,192
– – 0.1% 82
2024
Q2 		$1.77M Buy
+57,192
New +$1.74M 0.1% 82
2024
Q1 		– Sell
-57,192
Closed -$1.65M – 151
2023
Q4 		$1.65M Hold
57,192
– – 0.11% 87
2023
Q3 		$1.52M Buy
+57,192
New +$1.58M 0.12% 88

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BBPWM
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UBS Group
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Focus Partners Wealth
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UB
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