OTA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,286
| Closed | -$272K | – | 80 |
|
|
2018
Q3 | $272K | Hold |
10,286
| – | – | 0.11% | 49 |
|
|
2018
Q2 | $272K | Sell |
10,286
-11,611
| -53% | -$307K | 0.1% | 58 |
|
|
2018
Q1 | $576K | Buy |
+21,897
| New | +$576K | 0.19% | 35 |
|
|
2017
Q4 | – | Sell |
-32,480
| Closed | -$829K | – | 79 |
|
|
2017
Q3 | $829K | Buy |
+32,480
| New | +$829K | 0.46% | 24 |
|