Mercer Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,743
| Closed | -$255K | – | 2281 |
|
|
2024
Q3 | $255K | Sell |
7,743
-2,800
| -27% | -$92.1K | ﹤0.01% | 1690 |
|
|
2024
Q2 | $327K | Buy |
+10,543
| New | +$327K | ﹤0.01% | 1534 |
|
|
2021
Q2 | – | Sell |
-976
| Closed | -$32K | – | 1740 |
|
|
2021
Q1 | $32K | Buy |
+976
| New | +$32K | ﹤0.01% | 1591 |
|
|
2020
Q1 | – | Sell |
-7,993
| Closed | -$225K | – | 1248 |
|
|
2019
Q4 | $225K | Buy |
7,993
+387
| +5% | +$10.9K | ﹤0.01% | 1036 |
|
|
2019
Q3 | $207K | Buy |
+7,606
| New | +$207K | ﹤0.01% | 1024 |
|