Wealthcare Advisory Partners’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 |
-717
| Closed | -$23K | – | 1768 |
|
|
2021
Q1 | $23K | Buy |
+717
| New | +$23K | ﹤0.01% | 1159 |
|
|
2020
Q2 | – | Sell |
-704
| Closed | -$15K | – | 1276 |
|
|
2020
Q1 | $15K | Sell |
704
-650
| -48% | -$13.8K | ﹤0.01% | 809 |
|
|
2019
Q4 | $38K | Buy |
1,354
+50
| +4% | +$1.4K | ﹤0.01% | 613 |
|
|
2019
Q3 | $36K | Hold |
1,304
| – | – | 0.01% | 607 |
|
|
2019
Q2 | $35K | Buy |
1,304
+5
| +0.4% | +$134 | 0.01% | 586 |
|
|
2019
Q1 | $34K | Hold |
1,299
| – | – | 0.01% | 547 |
|
|
2018
Q4 | $31K | Buy |
1,299
+39
| +3% | +$931 | 0.01% | 538 |
|
|
2018
Q3 | $35K | Hold |
1,260
| – | – | 0.01% | 547 |
|
|
2018
Q2 | $33K | Buy |
1,260
+10
| +0.8% | +$262 | 0.01% | 555 |
|
|
2018
Q1 | $33K | Buy |
+1,250
| New | +$33K | 0.01% | 473 |
|