Avantax Planning Partners’s Capstead Mortgage Corp. CMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,145
| Closed | -$9K | – | 1468 |
|
|
2018
Q3 | $9K | Buy |
+1,145
| New | +$9K | ﹤0.01% | 930 |
|
|
2018
Q2 | – | Sell |
-1,145
| Closed | -$10K | – | 1867 |
|
|
2018
Q1 | $10K | Buy |
+1,145
| New | +$10K | ﹤0.01% | 1078 |
|
|
2017
Q4 | – | Sell |
-12,621
| Closed | -$122K | – | 372 |
|
|
2017
Q3 | $122K | Hold |
12,621
| – | – | 0.01% | 359 |
|
|
2017
Q2 | $132K | Buy |
12,621
+71
| +0.6% | +$743 | 0.01% | 330 |
|
|
2017
Q1 | $132K | Hold |
12,550
| – | – | 0.01% | 320 |
|
|
2016
Q4 | $128K | Buy |
+12,550
| New | +$128K | 0.01% | 306 |
|