CWC
CMO

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 – 1040
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