AWM
CMO

AE Wealth Management’s Capstead Mortgage Corp. CMO Stock Holding History

AE Wealth Management’s Portfolio CMO Stock Details CMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-37,856
Closed -$300K – 1303
2019
Q4 		$300K Buy
37,856
+7,111
+23% +$56.4K 0.01% 900
2019
Q3 		$226K Buy
30,745
+830
+3% +$6.1K 0.01% 889
2019
Q2 		$250K Buy
29,915
+14,453
+93% +$121K 0.01% 822
2019
Q1 		$133K Buy
+15,462
New +$133K 0.01% 613