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WAM
Wealthspire Advisors (Maryland)’s
TRI-Continental Corp
TY
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
TY Stock Details
TY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-950
Closed
-$25K
–
1968
2019
Q1
$25K
Hold
950
–
–
﹤0.01%
1192
2018
Q4
$22K
Hold
950
–
–
﹤0.01%
1172
2018
Q3
$26K
Hold
950
–
–
﹤0.01%
1209
2018
Q2
$25K
Sell
950
-353
-27%
-$9.49K
﹤0.01%
1230
2018
Q1
$34K
Sell
1,303
-589
-31%
-$16K
﹤0.01%
1127
2017
Q4
$51K
Hold
1,892
–
–
0.01%
1002
2017
Q3
$48K
Hold
1,892
–
–
0.01%
999
2017
Q2
$46K
Sell
1,892
-138
-7%
-$3.29K
0.01%
984
2017
Q1
$47K
Hold
2,030
–
–
0.01%
819
2016
Q4
$45K
Hold
2,030
–
–
0.01%
798
2016
Q3
$43K
Hold
2,030
–
–
0.01%
823
2016
Q2
$42K
Buy
2,030
+4
+0.2%
+$81
0.01%
785
2016
Q1
$40K
Buy
2,026
+4
+0.2%
+$76
0.01%
759
2015
Q4
$40K
Buy
+2,022
New
+$40.9K
0.01%
777
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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