Tyler-Stone Wealth Management’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,726
| Closed | -$53.5K | – | 845 |
|
|
2024
Q2 | $53.5K | Buy |
1,726
+32
| +2% | +$991 | 0.02% | 353 |
|
|
2024
Q1 | $52.2K | Buy |
1,694
+14
| +0.8% | +$431 | 0.02% | 353 |
|
|
2023
Q4 | $48.4K | Buy |
1,680
+16
| +1% | +$461 | 0.02% | 357 |
|
|
2023
Q3 | $44K | Buy |
1,664
+16
| +1% | +$423 | 0.03% | 358 |
|
|
2023
Q2 | $45K | Buy |
+1,648
| New | +$45K | 0.03% | 356 |
|
|
2022
Q4 | $41K | Buy |
1,611
+44
| +3% | +$1.12K | 0.03% | 347 |
|
|
2022
Q3 | $40K | Buy |
1,567
+16
| +1% | +$408 | 0.03% | 333 |
|
|
2022
Q2 | $41K | Buy |
1,551
+45
| +3% | +$1.19K | 0.03% | 346 |
|
|
2022
Q1 | $46K | Buy |
1,506
+13
| +0.9% | +$397 | 0.03% | 349 |
|
|
2021
Q4 | $50K | Buy |
+1,493
| New | +$50K | 0.03% | 359 |
|