WFG 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
Q2 | $4K | Buy |
401
+296
| +282% | +$2.95K | ﹤0.01% | 1348 |
|
|
2017
Q1 | $1K | Sell |
105
-312
| -75% | -$2.97K | ﹤0.01% | 1468 |
|
|
2016
Q4 | $4K | Buy |
+417
| New | +$4K | ﹤0.01% | 1332 |
|
|
2014
Q1 | – | Sell |
-956
| Closed | -$12K | – | 2402 |
|
|
2013
Q4 | $12K | Sell |
956
-55
| -5% | -$690 | ﹤0.01% | 1535 |
|
|
2013
Q3 | $12K | Sell |
1,011
-535
| -35% | -$6.35K | ﹤0.01% | 1474 |
|
|
2013
Q2 | $19K | Buy |
+1,546
| New | +$19K | ﹤0.01% | 1245 |
|