First Personal Financial Services’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-235
| Closed | -$7K | – | 697 |
|
2018
Q3 | $7K | Buy |
+235
| New | +$7K | ﹤0.01% | 562 |
|
2015
Q3 | – | Sell |
-200
| Closed | -$5K | – | 491 |
|
2015
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 324 |
|
2015
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 333 |
|
2014
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 319 |
|