SWM
Selective Wealth Management’s TRI-Continental Corp TY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-275
| Closed | -$9K | – | 616 |
|
|
2021
Q2 | $9K | Hold |
275
| – | – | 0.01% | 359 |
|
|
2021
Q1 | $9K | Hold |
275
| – | – | 0.01% | 271 |
|
|
2020
Q4 | $8K | Hold |
275
| – | – | 0.01% | 266 |
|
|
2020
Q3 | $7K | Hold |
275
| – | – | 0.01% | 230 |
|
|
2020
Q2 | $7K | Hold |
275
| – | – | 0.01% | 271 |
|
|
2020
Q1 | $6K | Hold |
275
| – | – | 0.01% | 191 |
|
|
2019
Q4 | $8K | Hold |
275
| – | – | 0.01% | 180 |
|
|
2019
Q3 | $7K | Buy |
+275
| New | +$7K | 0.01% | 199 |
|
|
2018
Q3 | $8K | Buy |
+275
| New | +$8K | 0.1% | 98 |
|