Global Retirement Partners’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
Q3 | – | Sell |
-2,105
| Closed | -$65.2K | – | 3644 |
|
|
2024
Q2 | $65.2K | Buy |
2,105
+19
| +0.9% | +$588 | ﹤0.01% | 1401 |
|
|
2024
Q1 | $64.2K | Hold |
2,086
| – | – | ﹤0.01% | 1288 |
|
|
2023
Q4 | $59.6K | Hold |
2,086
| – | – | ﹤0.01% | 1272 |
|
|
2023
Q3 | $54.9K | Hold |
2,086
| – | – | ﹤0.01% | 1224 |
|
|
2023
Q2 | $57.2K | Hold |
2,086
| – | – | ﹤0.01% | 1203 |
|
|
2023
Q1 | $55.2K | Hold |
2,086
| – | – | ﹤0.01% | 1188 |
|
|
2022
Q4 | $53.5K | Hold |
2,086
| – | – | ﹤0.01% | 1063 |
|
|
2022
Q3 | $57K | Hold |
2,086
| – | – | ﹤0.01% | 971 |
|
|
2022
Q2 | $55K | Buy |
2,086
+38
| +2% | +$1K | ﹤0.01% | 960 |
|
|
2022
Q1 | $57K | Buy |
+2,048
| New | +$57K | ﹤0.01% | 950 |
|