Sugarloaf Wealth Management’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-417
| Closed | -$11K | – | 862 |
|
|
2022
Q3 | $11K | Hold |
417
| – | – | ﹤0.01% | 509 |
|
|
2022
Q2 | $11K | Hold |
417
| – | – | ﹤0.01% | 507 |
|
|
2022
Q1 | $13K | Hold |
417
| – | – | ﹤0.01% | 463 |
|
|
2021
Q4 | $14K | Hold |
417
| – | – | ﹤0.01% | 474 |
|
|
2021
Q3 | $14K | Hold |
417
| – | – | ﹤0.01% | 483 |
|
|
2021
Q2 | $14K | Hold |
417
| – | – | ﹤0.01% | 460 |
|
|
2021
Q1 | $14 | Hold |
417
| – | – | ﹤0.01% | 471 |
|
|
2020
Q4 | $12K | Hold |
417
| – | – | ﹤0.01% | 465 |
|
|
2020
Q3 | $11K | Hold |
417
| – | – | ﹤0.01% | 448 |
|
|
2020
Q2 | $10K | Hold |
417
| – | – | ﹤0.01% | 452 |
|
|
2020
Q1 | $9K | Hold |
417
| – | – | ﹤0.01% | 451 |
|
|
2019
Q4 | $12K | Buy |
+417
| New | +$12K | 0.01% | 450 |
|