JP Morgan Private Wealth Advisors’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $264K | Sell |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $581K | Buy |
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|
2022
Q3 | $274K | Hold |
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|
2022
Q2 | $281K | Buy |
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|
2022
Q1 | $331K | Sell |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q3 | $343K | Buy |
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|
2021
Q2 | $265K | Buy |
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|
2021
Q1 | $250K | Hold |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Buy |
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|
2019
Q3 | $226K | Hold |
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|
2019
Q2 | $224K | Buy |
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|
2019
Q1 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $227K | Sell |
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|
2018
Q2 | $217K | Buy |
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