Altus Wealth Management’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,834
| Closed | -$211K | – | 40 |
|
|
2022
Q1 | $211K | Buy |
6,834
+23
| +0.3% | +$710 | 0.15% | 36 |
|
|
2021
Q4 | $226K | Buy |
6,811
+262
| +4% | +$8.69K | 0.13% | 35 |
|
|
2021
Q3 | $219K | Buy |
6,549
+20
| +0.3% | +$669 | 0.14% | 35 |
|
|
2021
Q2 | $223K | Buy |
6,529
+36
| +0.6% | +$1.23K | 0.14% | 33 |
|
|
2021
Q1 | $211K | Buy |
+6,493
| New | +$211K | 0.15% | 33 |
|