Kelman-Lazarov Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $489K | Sell |
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|
2019
Q3 | $492K | Sell |
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|
2019
Q2 | $500K | Sell |
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|
2019
Q1 | $597K | Sell |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $1.82M | Sell |
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|
2018
Q2 | $2.12M | Sell |
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|
2018
Q1 | $2.35M | Buy |
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|
2017
Q4 | $2.35M | Buy |
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|
2017
Q3 | $2.22M | Buy |
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|
2017
Q2 | $1.95M | Buy |
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|
2017
Q1 | $1.77M | Buy |
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|
2016
Q4 | $1.54M | Buy |
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|
2016
Q3 | $1.37M | Buy |
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|
2016
Q2 | $1.32M | Buy |
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|
2016
Q1 | $1.21M | Buy |
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