DWP
TY icon

Daymark Wealth Partners’s TRI-Continental Corp TY Stock Holding History

Daymark Wealth Partners’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
2024
Q1 		– Sell
-8,609
Closed -$248K – 442
2023
Q4 		$248K Hold
8,609
– – 0.02% 352
2023
Q3 		$229K Sell
8,609
-5,286
-38% -$146K 0.02% 343
2023
Q2 		$381K Sell
13,895
-643
-4% -$17.1K 0.03% 268
2023
Q1 		$386K Buy
14,538
+3,180
+28% +$85.1K 0.05% 206
2022
Q4 		$291K Buy
+11,358
New +$304K 0.05% 185

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