MSH Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Hold |
10,894
| – | – | 0.1% | 185 |
|
|
2025
Q1 | $334K | Sell |
10,894
-76
| -0.7% | -$2.33K | 0.1% | 180 |
|
|
2024
Q4 | $348K | Sell |
10,970
-500
| -4% | -$15.8K | 0.11% | 176 |
|
|
2024
Q3 | $379K | Hold |
11,470
| – | – | 0.12% | 169 |
|
|
2024
Q2 | $355K | Hold |
11,470
| – | – | 0.12% | 169 |
|
|
2024
Q1 | $353K | Hold |
11,470
| – | – | 0.12% | 162 |
|
|
2023
Q4 | $331K | Hold |
11,470
| – | – | 0.12% | 156 |
|
|
2023
Q3 | $305K | Hold |
11,470
| – | – | 0.12% | 167 |
|
|
2023
Q2 | $315K | Hold |
11,470
| – | – | 0.12% | 170 |
|
|
2023
Q1 | $305K | Hold |
11,470
| – | – | 0.13% | 161 |
|
|
2022
Q4 | $294K | Hold |
11,470
| – | – | 0.13% | 153 |
|
|
2022
Q3 | $293K | Hold |
11,470
| – | – | 0.14% | 145 |
|
|
2022
Q2 | $300K | Hold |
11,470
| – | – | 0.14% | 146 |
|
|
2022
Q1 | $354K | Hold |
11,470
| – | – | 0.15% | 142 |
|
|
2021
Q4 | $381K | Buy |
+11,470
| New | +$381K | 0.17% | 124 |
|