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SWA
CMO
Sutton Wealth Advisors’s
Capstead Mortgage Corp.
CMO
Stock Holding History
Sutton Wealth Advisors’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
2020
Q2
–
Sell
-1,144
Closed
-$4.8K
–
1316
2020
Q1
$4.8K
Sell
1,144
-646
-36%
-$4.61K
﹤0.01%
820
2019
Q4
$14.2K
Buy
1,790
+646
+56%
+$4.99K
0.01%
729
2019
Q3
$8.41K
Hold
1,144
–
–
﹤0.01%
838
2019
Q2
$9.55K
Hold
1,144
–
–
0.01%
777
2019
Q1
$9.83K
Buy
+1,144
New
+$8.96K
0.01%
785
2018
Q4
–
Sell
-1,493
Closed
-$11.8K
–
1217
2018
Q3
$11.8K
Buy
1,493
+810
+119%
+$6.82K
0.01%
755
2018
Q2
$6.11K
Sell
683
-799
-54%
-$7.16K
﹤0.01%
902
2018
Q1
$12.8K
Hold
1,482
–
–
0.01%
738
2017
Q4
$12.8K
Hold
1,482
–
–
0.01%
709
2017
Q3
$14.3K
Hold
1,482
–
–
0.01%
655
2017
Q2
$15.5K
Hold
1,482
–
–
0.01%
620
2017
Q1
$15.6K
Hold
1,482
–
–
0.01%
596
2016
Q4
$15.1K
Hold
1,482
–
–
0.01%
582
2016
Q3
$14K
Hold
1,482
–
–
0.01%
564
2016
Q2
$14.4K
Buy
1,482
+1,051
+244%
+$10.2K
0.01%
532
2016
Q1
$4.26K
Buy
+431
New
+$4K
﹤0.01%
789
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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