Transform Wealth’s TRI-Continental Corp TY Stock Holding History

Transform Wealth’s Portfolio TY Stock Details TY Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$565K	Hold
2024 Q4	$584K	Hold
2024 Q3	$609K	Hold
2024 Q2	$571K	Buy
2024 Q1	$563K	Buy
2023 Q4	$522K	Sell
2023 Q3	$623K	Sell
2023 Q2	$1.27M	Buy
2023 Q1	$1.22M	Buy
2022 Q4	$584K	Buy