CA
FRE.PRM
CapWealth Advisors’s FREDDIE MAC NON CUM PRF STK FRE.PRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-25,600
| Closed | -$99K | – | 125 |
|
|
2022
Q1 | $99K | Hold |
25,600
| – | – | 0.01% | 118 |
|
|
2021
Q4 | $91K | Hold |
25,600
| – | – | 0.01% | 118 |
|
|
2021
Q3 | $77K | Buy |
25,600
+1,200
| +5% | +$3.61K | 0.01% | 107 |
|
|
2021
Q2 | $74K | Buy |
24,400
+1,300
| +6% | +$3.94K | 0.01% | 104 |
|
|
2021
Q1 | $192K | Buy |
+23,100
| New | +$192K | 0.02% | 98 |
|