United Capital Financial Advisors’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
Q2 | – | Sell |
-6,744
| Closed | -$208K | – | 1192 |
|
|
2022
Q1 | $208K | Hold |
6,744
| – | – | ﹤0.01% | 1096 |
|
|
2021
Q4 | $224K | Hold |
6,744
| – | – | ﹤0.01% | 1112 |
|
|
2021
Q3 | $225K | Hold |
6,744
| – | – | ﹤0.01% | 1096 |
|
|
2021
Q2 | $230K | Hold |
6,744
| – | – | ﹤0.01% | 1109 |
|
|
2021
Q1 | $219K | Buy |
+6,744
| New | +$219K | ﹤0.01% | 1088 |
|
|
2015
Q3 | – | Sell |
-166,089
| Closed | -$3.52M | – | 1315 |
|
|
2015
Q2 | $3.52M | Sell |
166,089
-23,077
| -12% | -$489K | 0.04% | 443 |
|
|
2015
Q1 | $4.12M | Buy |
189,166
+96,536
| +104% | +$2.1M | 0.05% | 374 |
|
|
2014
Q4 | $1.98M | Buy |
+92,630
| New | +$1.98M | 0.03% | 475 |
|