Transform Wealth’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
Q1 | $565K | Hold |
18,437
| – | – | 0.03% | 161 |
|
|
2024
Q4 | $584K | Hold |
18,437
| – | – | 0.03% | 165 |
|
|
2024
Q3 | $609K | Hold |
18,437
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $571K | Buy |
18,437
+173
| +0.9% | +$5.36K | 0.04% | 139 |
|
|
2024
Q1 | $563K | Buy |
18,264
+154
| +0.9% | +$4.74K | 0.05% | 144 |
|
|
2023
Q4 | $522K | Sell |
18,110
-5,330
| -23% | -$154K | 0.05% | 164 |
|
|
2023
Q3 | $623K | Sell |
23,440
-23,052
| -50% | -$613K | 0.07% | 152 |
|
|
2023
Q2 | $1.27M | Buy |
46,492
+500
| +1% | +$13.7K | 0.11% | 126 |
|
|
2023
Q1 | $1.22M | Buy |
45,992
+23,219
| +102% | +$616K | 0.12% | 123 |
|
|
2022
Q4 | $584K | Buy |
+22,773
| New | +$584K | 0.07% | 137 |
|