Pathstone Family Office’s TRI-Continental Corp TY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$300K Hold
2023
Q2
$310K Hold
2023
Q1
$300K Sell
2022
Q4
$77.6K Hold
2022
Q3
$578K Buy
2022
Q2
$295K Hold
2022
Q1
$348K Buy
2021
Q1
Sell
2020
Q4
$24K Buy
2020
Q3
$0 Hold
2020
Q2
$0 Hold
2020
Q1
$0 Buy