Confluence Wealth Services’s TRI-Continental Corp TY Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-1,118	Closed	-$37K	–	1089
2021 Q4	$37K	Buy	+1,118	New	+$38.5K	0.01%	552

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