Charles Schwab’s AG Mortgage Investment Trust MITT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $588K | Sell |
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|
2025
Q2 | $648K | Hold |
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|
2025
Q1 | $626K | Buy |
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|
2024
Q4 | $445K | Sell |
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|
2024
Q3 | $642K | Buy |
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|
2024
Q2 | $541K | Buy |
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|
2024
Q1 | $85.4K | Hold |
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|
2023
Q4 | $88.6K | Buy |
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|
2023
Q3 | $58.3K | Hold |
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|
2023
Q2 | $64.3K | Hold |
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|
2023
Q1 | $60.4K | Hold |
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|
2022
Q4 | $55.8K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $98K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $62K | Hold |
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|
2021
Q1 | $58K | Hold |
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|
2020
Q4 | $43K | Hold |
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|
2020
Q3 | $40K | Sell |
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|
2020
Q2 | $486K | Sell |
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|
2020
Q1 | $569K | Buy |
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|
2019
Q4 | $3.16M | Buy |
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|
2019
Q3 | $3.05M | Buy |
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|
2019
Q2 | $3.13M | Buy |
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|
2019
Q1 | $3.03M | Buy |
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|
2018
Q4 | $2.46M | Sell |
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|
2018
Q3 | $2.84M | Buy |
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|
2018
Q2 | $2.84M | Buy |
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|
2018
Q1 | $2.55M | Sell |
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|
2017
Q4 | $2.84M | Buy |
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|
2017
Q3 | $2.58M | Buy |
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|
2017
Q2 | $2.32M | Buy |
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|
2017
Q1 | $2.26M | Buy |
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|
2016
Q4 | $2.03M | Buy |
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|
2016
Q3 | $1.78M | Buy |
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|
2016
Q2 | $1.56M | Buy |
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|
2016
Q1 | $1.38M | Buy |
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|
2015
Q4 | $1.33M | Buy |
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|
2015
Q3 | $1.52M | Buy |
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|
2015
Q2 | $1.52M | Sell |
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|
2015
Q1 | $2.5M | Buy |
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|
2014
Q4 | $2.03M | Buy |
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|
2014
Q3 | $1.78M | Buy |
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|
2014
Q2 | $1.65M | Buy |
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|
2014
Q1 | $1.37M | Buy |
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|
2013
Q4 | $1.2M | Buy |
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|
2013
Q3 | $1.23M | Buy |
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|
2013
Q2 | $1.18M | Buy |
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