Patten 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,195
| Closed | -$52K | – | 507 |
|
|
2018
Q4 | $52K | Buy |
2,195
+66
| +3% | +$1.56K | 0.02% | 278 |
|
|
2018
Q3 | $59K | Hold |
2,129
| – | – | 0.02% | 298 |
|
|
2018
Q2 | $56K | Buy |
2,129
+17
| +0.8% | +$447 | 0.02% | 307 |
|
|
2018
Q1 | $56K | Hold |
2,112
| – | – | 0.02% | 310 |
|
|
2017
Q4 | $57K | Buy |
2,112
+7
| +0.3% | +$189 | 0.02% | 326 |
|
|
2017
Q3 | $54K | Hold |
2,105
| – | – | 0.02% | 320 |
|
|
2017
Q2 | $53K | Hold |
2,105
| – | – | 0.02% | 315 |
|
|
2017
Q1 | $49K | Hold |
2,105
| – | – | 0.02% | 314 |
|
|
2016
Q4 | $48K | Buy |
+2,105
| New | +$48K | 0.02% | 312 |
|