Lido Advisors’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
Q4 | – | Sell |
-9,217
| Closed | -$235K | – | 900 |
|
|
2022
Q3 | $235K | Sell |
9,217
-742
| -7% | -$18.9K | ﹤0.01% | 737 |
|
|
2022
Q2 | $260K | Sell |
9,959
-1,344
| -12% | -$35.1K | ﹤0.01% | 697 |
|
|
2022
Q1 | $348K | Hold |
11,303
| – | – | ﹤0.01% | 670 |
|
|
2021
Q4 | $375K | Buy |
+11,303
| New | +$375K | ﹤0.01% | 623 |
|