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Waverly Advisors’s TRI-Continental Corp TY Stock Holding History

Waverly Advisors’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$409K Buy
12,922
+214
+2% +$6.78K ﹤0.01% 864
2025
Q1 		$390K Buy
12,708
+1,430
+13% +$43.9K ﹤0.01% 844
2024
Q4 		$357K Buy
+11,278
New +$357K 0.01% 769