TW
CMO

Transform Wealth’s Capstead Mortgage Corp. CMO Stock Holding History

Transform Wealth’s Portfolio CMO Stock Details CMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100,433
Closed -$1.02M – 236
2016
Q4 		$1.02M Buy
100,433
+4,204
+4% +$42.8K 0.41% 83
2016
Q3 		$907K Buy
96,229
+3,853
+4% +$36.3K 0.39% 85
2016
Q2 		$896K Buy
+92,376
New +$896K 0.38% 95