KMS Financial Services’s Capstead Mortgage Corp. CMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $164K | Buy |
13,395
+668
| +5% | +$8.18K | 0.02% | 495 |
|
2014
Q2 | $167K | Buy |
12,727
+565
| +5% | +$7.41K | 0.02% | 508 |
|
2014
Q1 | $154K | Buy |
12,162
+2,035
| +20% | +$25.8K | 0.02% | 493 |
|
2013
Q4 | $122K | Sell |
10,127
-2,000
| -16% | -$24.1K | 0.02% | 498 |
|
2013
Q3 | $143K | Buy |
12,127
+2,000
| +20% | +$23.6K | 0.03% | 412 |
|
2013
Q2 | $123K | Buy |
+10,127
| New | +$123K | 0.03% | 367 |
|