Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21
| Closed | -$605 | – | 508 |
|
|
2023
Q4 | $605 | Sell |
21
-1,129
| -98% | -$32.5K | ﹤0.01% | 418 |
|
|
2023
Q3 | $30.6K | Hold |
1,150
| – | – | 0.02% | 233 |
|
|
2023
Q2 | $31.5K | Hold |
1,150
| – | – | 0.02% | 242 |
|
|
2023
Q1 | $30.5K | Hold |
1,150
| – | – | 0.01% | 237 |
|
|
2022
Q4 | $29.5K | Buy |
+1,150
| New | +$29.5K | 0.02% | 238 |
|
|
2022
Q1 | – | Sell |
-1,150
| Closed | -$38K | – | 563 |
|
|
2021
Q4 | $38K | Buy |
+1,150
| New | +$38K | 0.02% | 226 |
|