United Capital Financial Advisors’s Capstead Mortgage Corp. CMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-22,749
| Closed | -$232K | – | 1315 |
|
|
2016
Q4 | $232K | Buy |
22,749
+6,638
| +41% | +$67.7K | ﹤0.01% | 1126 |
|
|
2016
Q3 | $152K | Sell |
16,111
-781
| -5% | -$7.37K | ﹤0.01% | 1211 |
|
|
2016
Q2 | $169K | Buy |
+16,892
| New | +$169K | ﹤0.01% | 1188 |
|
|
2015
Q1 | – | Sell |
-18,055
| Closed | -$222K | – | 1306 |
|
|
2014
Q4 | $222K | Buy |
18,055
+4,203
| +30% | +$51.7K | ﹤0.01% | 1068 |
|
|
2014
Q3 | $170K | Buy |
+13,852
| New | +$170K | ﹤0.01% | 1057 |
|