BWM
TY icon

Baystate Wealth Management’s TRI-Continental Corp TY Stock Holding History

Baystate Wealth Management’s Portfolio TY Stock Details TY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-167
Closed -$4K – 710
2018
Q4 		$4K Buy
167
+6
+4% +$154 ﹤0.01% 470
2018
Q3 		$4K Buy
161
+1
+0.6% +$27 ﹤0.01% 476
2018
Q2 		$4K Buy
160
+3
+2% +$81 ﹤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% +$24 ﹤0.01% 441
2017
Q1 		$4K Buy
157
+2
+1% +$46 ﹤0.01% 412
2016
Q4 		$3K Buy
+155
New +$3.33K ﹤0.01% 392

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