Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $340K | Sell |
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|
2022
Q1 | $412K | Buy |
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|
2021
Q4 | $440K | Buy |
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|
2021
Q3 | $390K | Buy |
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|
2021
Q2 | $395K | Buy |
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|
2021
Q1 | $371K | Buy |
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|
2020
Q4 | $335K | Buy |
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|
2020
Q3 | $290K | Buy |
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|
2020
Q2 | $274K | Buy |
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|
2020
Q1 | $218K | Sell |
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|
2019
Q4 | $424K | Sell |
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|
2019
Q3 | $433K | Buy |
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|
2019
Q2 | $425K | Buy |
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|
2019
Q1 | $410K | Buy |
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|
2018
Q4 | $363K | Buy |
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