Foundations Investment Advisors’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 | $370K | Buy |
11,683
+385
| +3% | +$12.2K | 0.01% | 677 |
|
|
2025
Q1 | $347K | Buy |
11,298
+98
| +0.9% | +$3.01K | 0.01% | 669 |
|
|
2024
Q4 | $355K | Buy |
11,200
+732
| +7% | +$23.2K | 0.01% | 614 |
|
|
2024
Q3 | $346K | Buy |
10,468
+92
| +0.9% | +$3.04K | 0.01% | 596 |
|
|
2024
Q2 | $321K | Buy |
10,376
+192
| +2% | +$5.95K | 0.01% | 591 |
|
|
2024
Q1 | $314K | Buy |
10,184
+86
| +0.9% | +$2.65K | 0.01% | 569 |
|
|
2023
Q4 | $295K | Buy |
10,098
+133
| +1% | +$3.88K | 0.01% | 553 |
|
|
2023
Q3 | $265K | Buy |
9,965
+93
| +0.9% | +$2.47K | 0.01% | 540 |
|
|
2023
Q2 | $271K | Buy |
9,872
+120
| +1% | +$3.29K | 0.01% | 488 |
|
|
2023
Q1 | $259K | Buy |
9,752
+107
| +1% | +$2.84K | 0.01% | 422 |
|
|
2022
Q4 | $247K | Buy |
9,645
+315
| +3% | +$8.07K | 0.01% | 378 |
|
|
2022
Q3 | $238K | Buy |
+9,330
| New | +$238K | 0.01% | 352 |
|