WFA of San Diego’s Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 TVC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,797
Closed -$128K 394
2022
Q4
$128K Buy
+5,797
New +$123K 0.1% 116
2022
Q3
Sell
-5,797
Closed -$139K 368
2022
Q2
$139K Buy
+5,797
New +$134K 0.12% 96
2022
Q1
Sell
-5,797
Closed -$152K 157
2021
Q4
$152K Sell
5,797
-625
-10% -$16.4K 0.09% 130
2021
Q3
$178K Buy
+6,422
New +$170K 0.12% 106
2021
Q2
Sell
-8,022
Closed -$212K 92
2021
Q1
$212K Buy
+8,022
New +$204K 0.18% 85

Other funds holding TVC

WFA of San Diego's TVC Position: Q1 2023 in Review

WFA of San Diego sold out of Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 (TVC) in Q1 2023, closing a stake of 5,797 shares — an estimated $128K sold.

WFA of San Diego first reported a position in TVC in Q1 2021 and held it in 5 quarters. The position peaked at $212K in Q1 2021. 1 fund tracked by Wall St. Rank holds TVC as of Q1 2023.

  • WFA of San Diego reported no remaining Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 position as of Q1 2023 after selling out during the quarter.
  • WFA of San Diego sold 5,797 Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 shares in Q1 2023, an estimated $128K.
  • WFA of San Diego first reported a position in Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 in Q1 2021 and held it in 5 quarters.
  • WFA of San Diego's Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 position peaked at $212K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Tennessee Valley Authority Power Bonds 1998 Series D due June 1 2028 as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.