Personal Wealth Partners’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 Q3	–	Sell	-780	Closed	-$27K	–	372
2021 Q2	$27K	Buy	+780	New	+$27K	0.01%	191
2020 Q1	–	Sell	-765	Closed	-$22K	–	569
2019 Q4	$22K	Buy	765 +21	+3%	+$604	0.01%	192
2019 Q3	$20K	Buy	+744	New	+$20K	0.01%	199