Glassman Wealth Services’s Capstead Mortgage Corp. CMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-92
Closed -$1K 2063
2021
Q3
$1K Buy
92
+28
+44% +$183 ﹤0.01% 1554
2021
Q2
$0 Hold
64
﹤0.01% 1760
2021
Q1
$0 Buy
+64
New +$376 ﹤0.01% 1733

Glassman Wealth Services's CMO Position: Q4 2021 in Review

Glassman Wealth Services sold out of Capstead Mortgage Corp. (CMO) in Q4 2021, closing a stake of 92 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in CMO in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 0 funds tracked by Wall St. Rank hold CMO as of Q4 2021.

  • Glassman Wealth Services reported no remaining Capstead Mortgage Corp. position as of Q4 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 92 Capstead Mortgage Corp. shares in Q4 2021, an estimated $1K.
  • Glassman Wealth Services first reported a position in Capstead Mortgage Corp. in Q1 2021 and held it in 3 quarters.
  • Glassman Wealth Services's Capstead Mortgage Corp. position peaked at $1K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q4 2021.

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