Wealthspire Advisors (Maryland)’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-950
| Closed | -$25K | – | 1967 |
|
|
2019
Q1 | $25K | Hold |
950
| – | – | ﹤0.01% | 1192 |
|
|
2018
Q4 | $22K | Hold |
950
| – | – | ﹤0.01% | 1171 |
|
|
2018
Q3 | $26K | Hold |
950
| – | – | ﹤0.01% | 1207 |
|
|
2018
Q2 | $25K | Sell |
950
-353
| -27% | -$9.29K | ﹤0.01% | 1228 |
|
|
2018
Q1 | $34K | Sell |
1,303
-589
| -31% | -$15.4K | ﹤0.01% | 1127 |
|
|
2017
Q4 | $51K | Hold |
1,892
| – | – | 0.01% | 1002 |
|
|
2017
Q3 | $48K | Hold |
1,892
| – | – | 0.01% | 999 |
|
|
2017
Q2 | $46K | Sell |
1,892
-138
| -7% | -$3.36K | 0.01% | 984 |
|
|
2017
Q1 | $47K | Hold |
2,030
| – | – | 0.01% | 819 |
|
|
2016
Q4 | $45K | Hold |
2,030
| – | – | 0.01% | 798 |
|
|
2016
Q3 | $43K | Hold |
2,030
| – | – | 0.01% | 823 |
|
|
2016
Q2 | $42K | Buy |
2,030
+4
| +0.2% | +$83 | 0.01% | 785 |
|
|
2016
Q1 | $40K | Buy |
2,026
+4
| +0.2% | +$79 | 0.01% | 759 |
|
|
2015
Q4 | $40K | Buy |
+2,022
| New | +$40K | 0.01% | 777 |
|