Ropes Wealth Advisors’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
2021
Q4
Sell
2021
Q3
$775K Buy
2021
Q2
$205K Hold
2021
Q1
$204K Hold
2020
Q4
$177K Hold
2020
Q3
$156K Hold
2020
Q2
$149K Hold
2020
Q1
$126K Hold
2019
Q4
$170K Hold
2019
Q3
$164K Buy