Carolinas Wealth Consulting’s Capstead Mortgage Corp. CMO Stock Holding History

Carolinas Wealth Consulting’s Portfolio CMO Stock Details CMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,016	Closed	-$13K	–	1037
2021 Q3	$13K	Buy	2,016 +49	+2%	+$321	﹤0.01%	558
2021 Q2	$12K	Buy	1,967 +45	+2%	+$290	﹤0.01%	593
2021 Q1	$12K	Buy	+1,922	New	+$11.3K	﹤0.01%	603

Carolinas Wealth Consulting's CMO Position: Q4 2021 in Review

Carolinas Wealth Consulting sold out of Capstead Mortgage Corp. (CMO) in Q4 2021, closing a stake of 2,016 shares — an estimated $13K sold.

Carolinas Wealth Consulting first reported a position in CMO in Q1 2021 and held it in 3 quarters. The position peaked at $13K in Q3 2021. 0 funds tracked by Wall St. Rank hold CMO as of Q4 2021.

Carolinas Wealth Consulting reported no remaining Capstead Mortgage Corp. position as of Q4 2021 after selling out during the quarter.
Carolinas Wealth Consulting sold 2,016 Capstead Mortgage Corp. shares in Q4 2021, an estimated $13K.
Carolinas Wealth Consulting first reported a position in Capstead Mortgage Corp. in Q1 2021 and held it in 3 quarters.
Carolinas Wealth Consulting's Capstead Mortgage Corp. position peaked at $13K in Q3 2021.
0 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q4 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2021, filed 14 Feb 2022.