ZWJ Investment Counsel’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-8,811
| Closed | -$273K | – | 248 |
|
2024
Q2 | $273K | Hold |
8,811
| – | – | 0.01% | 193 |
|
2024
Q1 | $271K | Hold |
8,811
| – | – | 0.01% | 199 |
|
2023
Q4 | $254K | Hold |
8,811
| – | – | 0.01% | 174 |
|
2023
Q3 | $234K | Hold |
8,811
| – | – | 0.01% | 174 |
|
2023
Q2 | $242K | Hold |
8,811
| – | – | 0.01% | 171 |
|
2023
Q1 | $234K | Buy |
+8,811
| New | +$234K | 0.01% | 171 |
|