Harvest Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,241
| Closed | -$316K | – | 164 |
|
|
2019
Q4 | $316K | Hold |
11,241
| – | – | 0.17% | 97 |
|
|
2019
Q3 | $303K | Sell |
11,241
-942
| -8% | -$25.4K | 0.15% | 111 |
|
|
2019
Q2 | $331K | Hold |
12,183
| – | – | 0.19% | 101 |
|
|
2019
Q1 | $323K | Hold |
12,183
| – | – | 0.19% | 103 |
|
|
2018
Q4 | $304K | Buy |
+12,183
| New | +$304K | 0.28% | 78 |
|