Next Financial Group’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $57K | Sell |
1,725
-1,450
| -46% | -$47.9K | ﹤0.01% | 1418 |
|
|
2021
Q3 | $106K | Buy |
3,175
+289
| +10% | +$9.65K | 0.01% | 1087 |
|
|
2021
Q2 | $98K | Buy |
+2,886
| New | +$98K | 0.01% | 1127 |
|
|
2018
Q4 | – | Sell |
-3,077
| Closed | -$86K | – | 2114 |
|
|
2018
Q3 | $86K | Buy |
+3,077
| New | +$86K | 0.04% | 402 |
|
|
2017
Q4 | – | Sell |
-3,042
| Closed | -$79K | – | 1334 |
|
|
2017
Q3 | $79K | Hold |
3,042
| – | – | 0.02% | 566 |
|
|
2017
Q2 | $74K | Hold |
3,042
| – | – | 0.02% | 638 |
|
|
2017
Q1 | $72K | Buy |
+3,042
| New | +$72K | 0.02% | 600 |
|