Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-369
| Closed | -$12K | – | 1628 |
|
|
2021
Q1 | $12K | Hold |
369
| – | – | ﹤0.01% | 1239 |
|
|
2020
Q4 | $11K | Hold |
369
| – | – | ﹤0.01% | 1157 |
|
|
2020
Q3 | $10K | Hold |
369
| – | – | ﹤0.01% | 1050 |
|
|
2020
Q2 | $9K | Hold |
369
| – | – | ﹤0.01% | 1262 |
|
|
2020
Q1 | $8K | Hold |
369
| – | – | ﹤0.01% | 1131 |
|
|
2019
Q4 | $10K | Hold |
369
| – | – | ﹤0.01% | 1105 |
|
|
2019
Q3 | $10K | Hold |
369
| – | – | ﹤0.01% | 1021 |
|
|
2019
Q2 | $10K | Hold |
369
| – | – | ﹤0.01% | 1028 |
|
|
2019
Q1 | $10K | Hold |
369
| – | – | ﹤0.01% | 963 |
|
|
2018
Q4 | $9K | Hold |
369
| – | – | ﹤0.01% | 909 |
|
|
2018
Q3 | $10K | Hold |
369
| – | – | ﹤0.01% | 967 |
|
|
2018
Q2 | $10K | Buy |
+369
| New | +$10K | ﹤0.01% | 940 |
|