Wealth Enhancement Advisory Services’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 | $4.05M | Buy |
126,281
+2,217
| +2% | +$71K | 0.01% | 994 |
|
|
2025
Q1 | $3.81M | Sell |
124,064
-4,587
| -4% | -$141K | 0.01% | 927 |
|
|
2024
Q4 | $4.08M | Buy |
128,651
+3,523
| +3% | +$112K | 0.01% | 874 |
|
|
2024
Q3 | $4.13M | Buy |
125,128
+9,315
| +8% | +$308K | 0.01% | 788 |
|
|
2024
Q2 | $3.59M | Buy |
115,813
+1,775
| +2% | +$55K | 0.01% | 788 |
|
|
2024
Q1 | $3.51M | Sell |
114,038
-4,964
| -4% | -$153K | 0.01% | 765 |
|
|
2023
Q4 | $3.43M | Buy |
119,002
+3,031
| +3% | +$87.4K | 0.01% | 717 |
|
|
2023
Q3 | $3.08M | Buy |
+115,971
| New | +$3.08M | 0.01% | 706 |
|