SWM
CMO

Spire Wealth Management’s Capstead Mortgage Corp. CMO Stock Holding History

Spire Wealth Management’s Portfolio CMO Stock Details CMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,020
Closed -$54K – 3052
2021
Q3 		$54K Buy
+8,020
New +$52.5K ﹤0.01% 1448