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

Minot 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
2022
Q1 		– Sell
-7,527
Closed -$250K – 225
2021
Q4 		$250K Buy
+7,527
New +$250K 0.05% 169