Tower Wealth Partners’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 | $453K | Buy |
14,323
+471
| +3% | +$14.9K | 0.27% | 41 |
|
|
2025
Q1 | $425K | Buy |
13,852
+121
| +0.9% | +$3.71K | 0.23% | 46 |
|
|
2024
Q4 | $435K | Buy |
13,731
+899
| +7% | +$28.5K | 0.23% | 40 |
|
|
2024
Q3 | $424K | Buy |
12,832
+113
| +0.9% | +$3.73K | 0.25% | 41 |
|
|
2024
Q2 | $394K | Buy |
12,719
+237
| +2% | +$7.34K | 0.24% | 39 |
|
|
2024
Q1 | $384K | Buy |
12,482
+225
| +2% | +$6.93K | 0.25% | 41 |
|
|
2023
Q4 | $353K | Buy |
12,257
+45
| +0.4% | +$1.3K | 0.25% | 40 |
|
|
2023
Q3 | $325K | Buy |
12,212
+115
| +1% | +$3.06K | 0.27% | 40 |
|
|
2023
Q2 | $332K | Buy |
12,097
+147
| +1% | +$4.03K | 0.27% | 40 |
|
|
2023
Q1 | $317K | Buy |
11,950
+133
| +1% | +$3.53K | 0.27% | 42 |
|
|
2022
Q4 | $303K | Buy |
11,817
+387
| +3% | +$9.92K | 0.26% | 40 |
|
|
2022
Q3 | $312K | Buy |
11,430
+113
| +1% | +$3.09K | 0.3% | 39 |
|
|
2022
Q2 | $296K | Buy |
11,317
+327
| +3% | +$8.55K | 0.39% | 34 |
|
|
2022
Q1 | $339K | Buy |
10,990
+97
| +0.9% | +$2.99K | 0.37% | 37 |
|
|
2021
Q4 | $362K | Buy |
10,893
+1,104
| +11% | +$36.7K | 0.37% | 33 |
|
|
2021
Q3 | $327K | Buy |
9,789
+86
| +0.9% | +$2.87K | 0.34% | 37 |
|
|
2021
Q2 | $331K | Buy |
9,703
+150
| +2% | +$5.12K | 0.36% | 37 |
|
|
2021
Q1 | $310K | Buy |
9,553
+73
| +0.8% | +$2.37K | 0.4% | 37 |
|
|
2020
Q4 | $279K | Buy |
+9,480
| New | +$279K | 0.32% | 32 |
|