Creative Financial Designs’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 |
-55
| Closed | -$1.59K | – | 1739 |
|
2023
Q4 | $1.59K | Buy |
+55
| New | +$1.59K | ﹤0.01% | 1459 |
|
2018
Q1 | – | Sell |
-500
| Closed | -$13K | – | 760 |
|
2017
Q4 | $13K | Hold |
500
| – | – | 0.01% | 382 |
|
2017
Q3 | $13K | Hold |
500
| – | – | 0.01% | 389 |
|
2017
Q2 | $12K | Hold |
500
| – | – | 0.01% | 393 |
|
2017
Q1 | $12K | Hold |
500
| – | – | 0.01% | 383 |
|
2016
Q4 | $11K | Buy |
+500
| New | +$11K | 0.01% | 387 |
|