Sowell Financial Services’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
Q2 | – | Sell |
-397
| Closed | -$14K | – | 2570 |
|
|
2021
Q1 | $14K | Buy |
397
+349
| +727% | +$12.3K | ﹤0.01% | 2200 |
|
|
2020
Q4 | $1K | Sell |
48
-8
| -14% | -$167 | ﹤0.01% | 2628 |
|
|
2020
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 2442 |
|
|
2020
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 2382 |
|
|
2020
Q1 | $1K | Sell |
56
-2
| -3% | -$36 | ﹤0.01% | 2328 |
|
|
2019
Q4 | $2K | Buy |
58
+1
| +2% | +$34 | ﹤0.01% | 2249 |
|
|
2019
Q3 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 2143 |
|