Joel Isaacson & Co’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
$403K Hold
2025
Q2
$376K Sell
2025
Q1
$567K Buy
2017
Q1
Sell
2016
Q4
$20K Hold
2016
Q3
$20K Buy