Integrated Wealth Management’s Capstead Mortgage Corp. CMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-200
| Closed | -$2K | – | 1263 |
|
|
2016
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 1113 |
|
|
2016
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 1129 |
|
|
2016
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 1051 |
|
|
2015
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 1143 |
|
|
2015
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 1160 |
|
|
2015
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 1191 |
|
|
2015
Q1 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 1145 |
|