James Hambro & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,037
| Closed | -$218K | – | 67 |
|
|
2022
Q1 | $218K | Buy |
7,037
+660
| +10% | +$20.4K | 0.02% | 66 |
|
|
2021
Q4 | $212K | Hold |
6,377
| – | – | 0.01% | 72 |
|
|
2021
Q3 | $213K | Hold |
6,377
| – | – | 0.02% | 85 |
|
|
2021
Q2 | $217K | Buy |
6,377
+54
| +0.9% | +$1.84K | 0.02% | 84 |
|
|
2021
Q1 | $205K | Buy |
+6,323
| New | +$205K | 0.02% | 91 |
|