Institute for Wealth Management’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 Q1	–	Sell	-8,197	Closed	-$219K	–	387
2017 Q4	$219K	Buy	+8,197	New	+$219K	0.05%	347
2017 Q3	–	Sell	-8,186	Closed	-$200K	–	383
2017 Q2	$200K	Buy	+8,186	New	+$200K	0.06%	379