AIFAIM
American Institute for Advanced Investment Management’s TRI-Continental Corp TY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
11,723
+283
| +2% | +$8.96K | 0.26% | 95 |
|
|
2025
Q1 | $351K | Hold |
11,440
| – | – | 0.27% | 92 |
|
|
2024
Q4 | $363K | Buy |
11,440
+657
| +6% | +$20.8K | 0.27% | 91 |
|
|
2024
Q3 | $356K | Hold |
10,783
| – | – | 0.26% | 98 |
|
|
2024
Q2 | $334K | Buy |
10,783
+101
| +0.9% | +$3.13K | 0.26% | 100 |
|
|
2024
Q1 | $329K | Hold |
10,682
| – | – | 0.26% | 97 |
|
|
2023
Q4 | $308K | Buy |
10,682
+39
| +0.4% | +$1.12K | 0.27% | 90 |
|
|
2023
Q3 | $283K | Hold |
10,643
| – | – | 0.26% | 93 |
|
|
2023
Q2 | $292K | Buy |
10,643
+17
| +0.2% | +$466 | 0.26% | 92 |
|
|
2023
Q1 | $282K | Hold |
10,626
| – | – | 0.3% | 81 |
|
|
2022
Q4 | $272K | Buy |
10,626
+245
| +2% | +$6.28K | 0.25% | 91 |
|
|
2022
Q3 | $265K | Hold |
10,381
| – | – | 0.25% | 86 |
|
|
2022
Q2 | $272K | Buy |
10,381
+195
| +2% | +$5.11K | 0.24% | 91 |
|
|
2022
Q1 | $314K | Sell |
10,186
-888
| -8% | -$27.4K | 0.23% | 90 |
|
|
2021
Q4 | $368K | Buy |
11,074
+1,039
| +10% | +$34.5K | 0.25% | 84 |
|
|
2021
Q3 | $335K | Hold |
10,035
| – | – | 0.24% | 87 |
|
|
2021
Q2 | $342K | Buy |
10,035
+86
| +0.9% | +$2.93K | 0.24% | 85 |
|
|
2021
Q1 | $323K | Sell |
9,949
-902
| -8% | -$29.3K | 0.25% | 84 |
|
|
2020
Q4 | $320K | Buy |
10,851
+128
| +1% | +$3.78K | 0.26% | 81 |
|
|
2020
Q3 | $278K | Hold |
10,723
| – | – | 0.25% | 80 |
|
|
2020
Q2 | $265K | Buy |
10,723
+87
| +0.8% | +$2.15K | 0.25% | 77 |
|
|
2020
Q1 | $222K | Hold |
10,636
| – | – | 0.24% | 81 |
|
|
2019
Q4 | $300K | Buy |
+10,636
| New | +$300K | 0.29% | 75 |
|