JFS Wealth 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 | $2.03K | Hold |
64
| – | – | ﹤0.01% | 1391 |
|
|
2025
Q1 | $1.96K | Hold |
64
| – | – | ﹤0.01% | 1473 |
|
|
2024
Q4 | $2.03K | Hold |
64
| – | – | ﹤0.01% | 1473 |
|
|
2024
Q3 | $2.12K | Sell |
64
-768
| -92% | -$25.4K | ﹤0.01% | 1463 |
|
|
2024
Q2 | $25.8K | Sell |
832
-273
| -25% | -$8.46K | ﹤0.01% | 549 |
|
|
2024
Q1 | $34.1K | Buy |
1,105
+9
| +0.8% | +$277 | ﹤0.01% | 512 |
|
|
2023
Q4 | $31.6K | Buy |
1,096
+14
| +1% | +$404 | ﹤0.01% | 488 |
|
|
2023
Q3 | $28.8K | Buy |
1,082
+10
| +0.9% | +$266 | ﹤0.01% | 466 |
|
|
2023
Q2 | $29.4K | Buy |
1,072
+13
| +1% | +$356 | ﹤0.01% | 454 |
|
|
2023
Q1 | $28.1K | Buy |
1,059
+12
| +1% | +$318 | ﹤0.01% | 464 |
|
|
2022
Q4 | $26.8K | Buy |
+1,047
| New | +$26.8K | ﹤0.01% | 472 |
|