Clearstead Advisors’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 | $85K | Hold |
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|
2025
Q2 | $79.2K | Hold |
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|
2025
Q1 | $76.7K | Hold |
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|
2024
Q4 | $79.2K | Hold |
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|
2024
Q3 | $82.6K | Hold |
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|
2024
Q2 | $77.4K | Hold |
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|
2024
Q1 | $75.9K | Hold |
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|
2023
Q4 | $72.1K | Sell |
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|
2023
Q3 | $133K | Buy |
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|
2023
Q2 | $68.5K | Hold |
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|
2023
Q1 | $66.4K | Hold |
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|
2022
Q4 | $64.1K | Hold |
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|
2022
Q3 | $64K | Hold |
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|
2022
Q2 | $65K | Hold |
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|
2022
Q1 | $77K | Hold |
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|
2021
Q4 | $83K | Buy |
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