MWM
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Mascagni Wealth Management’s TRI-Continental Corp TY Stock Holding History

Mascagni Wealth Management’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$201K Sell
6,359
-270
-4% -$8.55K 0.17% 119
2025
Q1 		$203K Hold
6,629
– – 0.2% 111
2024
Q4 		$203K Buy
+6,629
New +$203K 0.2% 111