Brown, Lisle/Cummings’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
Q3 | $143K | Sell |
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|
2025
Q2 | $146K | Sell |
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|
2025
Q1 | $153K | Sell |
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|
2024
Q4 | $190K | Sell |
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|
2024
Q3 | $225K | Hold |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $209K | Hold |
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|
2023
Q4 | $196K | Buy |
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|
2023
Q3 | $154K | Hold |
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|
2023
Q2 | $159K | Buy |
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|
2023
Q1 | $145K | Hold |
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|
2022
Q4 | $140K | Hold |
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|
2022
Q3 | $140K | Hold |
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|
2022
Q2 | $143K | Hold |
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|
2022
Q1 | $169K | Sell |
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|
2021
Q4 | $205K | Buy |
|