HighTower Advisors’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 |
-17,057
| Closed | -$114K | – | 3607 |
|
|
2021
Q3 | $114K | Buy |
+17,057
| New | +$112K | ﹤0.01% | 2834 |
|
|
2019
Q1 | – | Sell |
-15,382
| Closed | -$103K | – | 2501 |
|
|
2018
Q4 | $103K | Buy |
15,382
+5,000
| +48% | +$36.9K | ﹤0.01% | 1952 |
|
|
2018
Q3 | $82K | Buy |
+10,382
| New | +$87.5K | ﹤0.01% | 2086 |
|