UBS Group’s Stonegate Mortgage Corporation SGM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-1,408
| Closed | -$11K | – | 7145 |
|
2017
Q1 | $11K | Buy |
+1,408
| New | +$11K | ﹤0.01% | 5661 |
|
2016
Q3 | – | Sell |
-1,345
| Closed | -$5K | – | 7056 |
|
2016
Q2 | $5K | Buy |
+1,345
| New | +$5K | ﹤0.01% | 6272 |
|
2016
Q1 | – | Sell |
-1,716
| Closed | -$9K | – | 7079 |
|
2015
Q4 | $9K | Buy |
1,716
+175
| +11% | +$918 | ﹤0.01% | 6088 |
|
2015
Q3 | $11K | Sell |
1,541
-868
| -36% | -$6.2K | ﹤0.01% | 5896 |
|
2015
Q2 | $24K | Sell |
2,409
-350
| -13% | -$3.49K | ﹤0.01% | 5382 |
|
2015
Q1 | $30K | Buy |
2,759
+2,363
| +597% | +$25.7K | ﹤0.01% | 5056 |
|
2014
Q4 | $5K | Buy |
+396
| New | +$5K | ﹤0.01% | 6385 |
|