Mezzasalma 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
Sell
-6,549
Closed -$201K 152
2025
Q1
$201K Buy
6,549
+55
+0.8% +$1.69K 0.07% 144
2024
Q4
$206K Buy
+6,494
New +$206K 0.07% 139