TC
TWO

Talkot Capital’s Two Harbors Investment TWO Stock Holding History

Talkot Capital’s Portfolio TWO Stock Details TWO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,286,500
Closed -$11.9M – 26
2013
Q4 		$11.9M Sell
1,286,500
-168,300
-12% -$1.56M 9.02% 3
2013
Q3 		$14.1M Buy
+1,454,800
New +$14.1M 10.9% 2