HWA
CMO

Heritage Wealth Advisors’s Capstead Mortgage Corp. CMO Stock Holding History

Heritage Wealth Advisors’s Portfolio CMO Stock Details CMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-750
Closed -$4.67K – 604
2021
Q1 		$4.67K Hold
750
– – ﹤0.01% 502
2020
Q4 		$4K Buy
+750
New +$4K ﹤0.01% 501