WFS
TY icon

Widmann Financial Services’s TRI-Continental Corp TY Stock Holding History

Widmann Financial Services’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,750
Closed -$116K – 131
2024
Q2 		$116K Buy
+3,750
New +$114K 0.09% 122
2022
Q1 		– Sell
-3,750
Closed -$124K – 426
2021
Q4 		$124K Buy
+3,750
New +$129K 0.1% 110

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BBPWM
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UBS Group
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HB
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RJA
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