Walled Lake Planning & 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
2021 Q1	–	Sell	-15	Closed	–	–	373
2020 Q4	$0	Sell	15 -15	-50%	–	﹤0.01%	355
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	330
2020 Q2	$1K	Buy	30 +1	+3%	+$33	﹤0.01%	325
2020 Q1	$1K	Buy	+29	New	+$1K	﹤0.01%	313