LWA
Lowe Wealth Advisors’s TRI-Continental Corp TY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-600
| Closed | -$18.4K | – | 374 |
|
|
2025
Q1 | $18.4K | Hold |
600
| – | – | 0.01% | 202 |
|
|
2024
Q4 | $19K | Hold |
600
| – | – | 0.01% | 188 |
|
|
2024
Q3 | $19.8K | Sell |
600
-900
| -60% | -$29.7K | 0.01% | 170 |
|
|
2024
Q2 | $46.5K | Hold |
1,500
| – | – | 0.02% | 129 |
|
|
2024
Q1 | $46.2K | Sell |
1,500
-1,115
| -43% | -$34.3K | 0.02% | 120 |
|
|
2023
Q4 | $75.4K | Hold |
2,615
| – | – | 0.04% | 88 |
|
|
2023
Q3 | $69.5K | Sell |
2,615
-1,500
| -36% | -$39.9K | 0.04% | 89 |
|
|
2023
Q2 | $113K | Buy |
+4,115
| New | +$113K | 0.06% | 73 |
|