MWM
TY icon

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

MinichMacGregor Wealth Management’s Portfolio TY Stock Details TY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-860
Closed -$22K – 605
2022
Q4 		$22K Buy
+860
New +$22K 0.01% 298