BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC TY Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Tri-Continental Corp Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 411,702.00 shares of Tri-Continental Corp(TY), totaling $12.63 Mil. This investment constitutes 2.39% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 0.79% of the outstanding Tri-Continental Corp(TY) stock.
The initial trade took place in 2014Q1. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 12 purchases of TY, at an average price of $21.29, for a total of 611,538.00 shares. In addition, there have been 24 sales at an average price of $27.80 for 199,836.00 shares. Based on historical transaction data and TY's current price of $31.91, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his TY holdings is $5.68 Mil, reflecting a 43.60% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC TY ($31.91) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC TY ($31.91) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
