American Institute for Advanced Investment Management’s TRI-Continental Corp TY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $363K | Buy |
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|
2024
Q3 | $356K | Hold |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $329K | Hold |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $283K | Hold |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $282K | Hold |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q3 | $335K | Hold |
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|
2021
Q2 | $342K | Buy |
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|
2021
Q1 | $323K | Sell |
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|
2020
Q4 | $320K | Buy |
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|
2020
Q3 | $278K | Hold |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | $222K | Hold |
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|
2019
Q4 | $300K | Buy |
|