Simplicity Solutions’s Capstead Mortgage Corp. CMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-35,568
| Closed | -$282K | – | 933 |
|
|
2019
Q4 | $282K | Buy |
35,568
+5,648
| +19% | +$44.8K | 0.01% | 686 |
|
|
2019
Q3 | $220K | Buy |
29,920
+978
| +3% | +$7.19K | 0.01% | 661 |
|
|
2019
Q2 | $242K | Buy |
28,942
+11,013
| +61% | +$92.1K | 0.01% | 573 |
|
|
2019
Q1 | $154K | Buy |
+17,929
| New | +$154K | 0.01% | 715 |
|
|
2018
Q4 | – | Sell |
-10,255
| Closed | -$81K | – | 825 |
|
|
2018
Q3 | $81K | Buy |
+10,255
| New | +$81K | ﹤0.01% | 546 |
|