Accel Wealth Management’s TRI-Continental Corp TY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,373
| Closed | -$36.5K | – | 815 |
|
|
2023
Q1 | $36.5K | Buy |
1,373
+15
| +1% | +$398 | 0.01% | 554 |
|
|
2022
Q4 | $34.8K | Hold |
1,358
| – | – | 0.02% | 427 |
|
|
2022
Q3 | $37K | Hold |
1,358
| – | – | 0.02% | 434 |
|
|
2022
Q2 | $36K | Sell |
1,358
-1,358
| -50% | -$36K | 0.02% | 416 |
|
|
2022
Q1 | $84K | Hold |
2,716
| – | – | 0.04% | 279 |
|
|
2021
Q4 | $90K | Hold |
2,716
| – | – | 0.04% | 276 |
|
|
2021
Q3 | $91K | Buy |
+2,716
| New | +$91K | 0.06% | 238 |
|