NewSquare Capital’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-250
| Closed | -$6K | – | 402 |
|
2020
Q3 | $6K | Hold |
250
| – | – | ﹤0.01% | 257 |
|
2020
Q2 | $6K | Hold |
250
| – | – | ﹤0.01% | 255 |
|
2020
Q1 | $5K | Sell |
250
-300
| -55% | -$6K | ﹤0.01% | 278 |
|
2019
Q4 | $16K | Hold |
550
| – | – | ﹤0.01% | 216 |
|
2019
Q3 | $15K | Hold |
550
| – | – | ﹤0.01% | 182 |
|
2019
Q2 | $15K | Sell |
550
-489
| -47% | -$13.3K | ﹤0.01% | 233 |
|
2019
Q1 | $27K | Buy |
1,039
+239
| +30% | +$6.21K | 0.01% | 194 |
|
2018
Q4 | $19K | Buy |
+800
| New | +$19K | ﹤0.01% | 200 |
|