CIBC Private Wealth Group’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Sell |
3,876
-972
| -20% | -$30.8K | ﹤0.01% | 1312 |
|
|
2025
Q1 | $133K | Sell |
4,848
-49,622
| -91% | -$1.36M | ﹤0.01% | 1235 |
|
|
2024
Q4 | $1.73M | Hold |
54,470
| – | – | ﹤0.01% | 598 |
|
|
2024
Q3 | $1.8M | Hold |
54,470
| – | – | ﹤0.01% | 584 |
|
|
2024
Q2 | $1.7M | Buy |
54,470
+1,000
| +2% | +$31.2K | ﹤0.01% | 567 |
|
|
2024
Q1 | $1.64M | Buy |
+53,470
| New | +$1.64M | ﹤0.01% | 571 |
|
|
2018
Q3 | – | Sell |
-3,320
| Closed | -$88K | – | 1674 |
|
|
2018
Q2 | $88K | Hold |
3,320
| – | – | ﹤0.01% | 1053 |
|
|
2018
Q1 | $87K | Sell |
3,320
-508
| -13% | -$13.3K | ﹤0.01% | 1041 |
|
|
2017
Q4 | $103K | Buy |
+3,828
| New | +$103K | ﹤0.01% | 1034 |
|