ORM
Charles Schwab’s Owens Realty Mortgage, Inc. ORM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-14,500
| Closed | -$212K | – | 3186 |
|
|
2018
Q1 | $212K | Hold |
14,500
| – | – | ﹤0.01% | 2973 |
|
|
2017
Q4 | $233K | Hold |
14,500
| – | – | ﹤0.01% | 2949 |
|
|
2017
Q3 | $265K | Hold |
14,500
| – | – | ﹤0.01% | 2922 |
|
|
2017
Q2 | $246K | Hold |
14,500
| – | – | ﹤0.01% | 2950 |
|
|
2017
Q1 | $259K | Hold |
14,500
| – | – | ﹤0.01% | 2869 |
|
|
2016
Q4 | $269K | Hold |
14,500
| – | – | ﹤0.01% | 2881 |
|
|
2016
Q3 | $252K | Hold |
14,500
| – | – | ﹤0.01% | 2839 |
|
|
2016
Q2 | $242K | Buy |
+14,500
| New | +$242K | ﹤0.01% | 2869 |
|
|
2015
Q2 | – | Sell |
-15,800
| Closed | -$237K | – | 3155 |
|
|
2015
Q1 | $237K | Hold |
15,800
| – | – | ﹤0.01% | 2912 |
|
|
2014
Q4 | $232K | Hold |
15,800
| – | – | ﹤0.01% | 2940 |
|
|
2014
Q3 | $226K | Hold |
15,800
| – | – | ﹤0.01% | 2905 |
|
|
2014
Q2 | $308K | Buy |
+15,800
| New | +$308K | ﹤0.01% | 2844 |
|