Joel Isaacson & Co’s TRI-Continental Corp TY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Sell
11,866
-6,615
-36% -$209K 0.02% 296
2025
Q1
$567K Buy
+18,481
New +$567K 0.03% 225
2017
Q1
Sell
-921
Closed -$20K 506
2016
Q4
$20K Hold
921
﹤0.01% 430
2016
Q3
$20K Buy
+921
New +$20K ﹤0.01% 465