Priebe Wealth Holdings’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 | $240K | Sell |
7,577
-1,549
| -17% | -$49K | 0.21% | 50 |
|
|
2025
Q1 | $280K | Sell |
9,126
-1,281
| -12% | -$39.3K | 0.17% | 59 |
|
|
2024
Q4 | $330K | Sell |
10,407
-712
| -6% | -$22.6K | 0.22% | 44 |
|
|
2024
Q3 | $367K | Hold |
11,119
| – | – | 0.27% | 38 |
|
|
2024
Q2 | $344K | Buy |
11,119
+103
| +0.9% | +$3.19K | 0.27% | 36 |
|
|
2024
Q1 | $339K | Sell |
11,016
-592
| -5% | -$18.2K | 0.26% | 35 |
|
|
2023
Q4 | $335K | Buy |
+11,608
| New | +$335K | 0.27% | 42 |
|