AW
Atlas Wealth’s TRI-Continental Corp TY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24,906
| Closed | -$778K | – | 149 |
|
|
2024
Q2 | $778K | Buy |
+24,906
| New | +$778K | 0.09% | 117 |
|
|
2023
Q4 | – | Sell |
-27,018
| Closed | -$718K | – | 137 |
|
|
2023
Q3 | $718K | Hold |
27,018
| – | – | 0.13% | 92 |
|
|
2023
Q2 | $759K | Sell |
27,018
-2,521
| -9% | -$70.8K | 0.14% | 96 |
|
|
2023
Q1 | $784K | Sell |
29,539
-1,263
| -4% | -$33.5K | 0.15% | 92 |
|
|
2022
Q4 | $789K | Buy |
+30,802
| New | +$789K | 0.21% | 69 |
|