Sutton Wealth Advisors’s Capstead Mortgage Corp. CMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,144
| Closed | -$4.81K | – | 1316 |
|
|
2020
Q1 | $4.81K | Sell |
1,144
-646
| -36% | -$2.71K | ﹤0.01% | 820 |
|
|
2019
Q4 | $14.2K | Buy |
1,790
+646
| +56% | +$5.12K | 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 | +$9.83K | 0.01% | 785 |
|
|
2018
Q4 | – | Sell |
-1,493
| Closed | -$11.8K | – | 1219 |
|
|
2018
Q3 | $11.8K | Buy |
1,493
+810
| +119% | +$6.41K | 0.01% | 755 |
|
|
2018
Q2 | $6.11K | Sell |
683
-799
| -54% | -$7.15K | ﹤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 | +$4.26K | ﹤0.01% | 789 |
|