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

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

Spire Wealth Management's CMO Position: Q4 2021 in Review

Spire Wealth Management sold out of Capstead Mortgage Corp. (CMO) in Q4 2021, closing a stake of 8,020 shares — an estimated $54K sold.

Spire Wealth Management first reported a position in CMO in Q3 2021 and held it in 1 quarter. The position peaked at $54K in Q3 2021. 0 funds tracked by Wall St. Rank hold CMO as of Q4 2021.

  • Spire Wealth Management reported no remaining Capstead Mortgage Corp. position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 8,020 Capstead Mortgage Corp. shares in Q4 2021, an estimated $54K.
  • Spire Wealth Management first reported a position in Capstead Mortgage Corp. in Q3 2021 and held it in 1 quarter.
  • Spire Wealth Management's Capstead Mortgage Corp. position peaked at $54K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Capstead Mortgage Corp. as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.