IFP Advisors’s Capstead Mortgage Corp. CMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5747 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5559 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5375 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5122 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4911 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4659 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4504 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4077 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3969 |
|
|
2018
Q2 | – | Sell |
-233
| Closed | -$2K | – | 4241 |
|
|
2018
Q1 | $2K | Hold |
233
| – | – | ﹤0.01% | 3594 |
|
|
2017
Q4 | $2K | Sell |
233
-180
| -44% | -$1.55K | ﹤0.01% | 3594 |
|
|
2017
Q3 | $4K | Buy |
413
+233
| +129% | +$2.26K | ﹤0.01% | 3539 |
|
|
2017
Q2 | $2K | Hold |
180
| – | – | ﹤0.01% | 3803 |
|
|
2017
Q1 | $2K | Hold |
180
| – | – | ﹤0.01% | 3721 |
|
|
2016
Q4 | $2K | Buy |
+180
| New | +$2K | ﹤0.01% | 3701 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$1K | – | 4439 |
|
|
2015
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3664 |
|