Crestwood Advisors 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
2022
Q2
Sell
-7,227
Closed -$223K 288
2022
Q1
$223K Sell
7,227
-8,600
-54% -$265K 0.01% 258
2021
Q4
$525K Buy
+15,827
New +$525K 0.01% 200