Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-167
| Closed | -$4K | – | 710 |
|
|
2018
Q4 | $4K | Buy |
167
+6
| +4% | +$144 | ﹤0.01% | 470 |
|
|
2018
Q3 | $4K | Buy |
161
+1
| +0.6% | +$25 | ﹤0.01% | 476 |
|
|
2018
Q2 | $4K | Buy |
160
+3
| +2% | +$75 | ﹤0.01% | 491 |
|
|
2018
Q1 | $4K | Hold |
157
| – | – | ﹤0.01% | 456 |
|
|
2017
Q4 | $4K | Hold |
157
| – | – | ﹤0.01% | 455 |
|
|
2017
Q3 | $4K | Sell |
157
-1
| -0.6% | -$25 | ﹤0.01% | 447 |
|
|
2017
Q2 | $4K | Buy |
158
+1
| +0.6% | +$25 | ﹤0.01% | 441 |
|
|
2017
Q1 | $4K | Buy |
157
+2
| +1% | +$51 | ﹤0.01% | 412 |
|
|
2016
Q4 | $3K | Buy |
+155
| New | +$3K | ﹤0.01% | 392 |
|