Charles Schwab’s Stonegate Mortgage Corporation SGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-33,188
| Closed | -$112K | – | 3062 |
|
|
2016
Q2 | $112K | Sell |
33,188
-19,908
| -37% | -$67.2K | ﹤0.01% | 3046 |
|
|
2016
Q1 | $305K | Buy |
53,096
+1,326
| +3% | +$7.62K | ﹤0.01% | 2768 |
|
|
2015
Q4 | $283K | Buy |
51,770
+1,690
| +3% | +$9.24K | ﹤0.01% | 2880 |
|
|
2015
Q3 | $357K | Buy |
50,080
+20,320
| +68% | +$145K | ﹤0.01% | 2755 |
|
|
2015
Q2 | $300K | Buy |
29,760
+656
| +2% | +$6.61K | ﹤0.01% | 2880 |
|
|
2015
Q1 | $315K | Buy |
29,104
+928
| +3% | +$10K | ﹤0.01% | 2817 |
|
|
2014
Q4 | $337K | Buy |
28,176
+488
| +2% | +$5.84K | ﹤0.01% | 2794 |
|
|
2014
Q3 | $360K | Buy |
27,688
+408
| +1% | +$5.31K | ﹤0.01% | 2718 |
|
|
2014
Q2 | $381K | Buy |
27,280
+9,072
| +50% | +$127K | ﹤0.01% | 2751 |
|
|
2014
Q1 | $271K | Buy |
18,208
+480
| +3% | +$7.14K | ﹤0.01% | 2846 |
|
|
2013
Q4 | $294K | Buy |
+17,728
| New | +$294K | ﹤0.01% | 2816 |
|