MFS
Monetta Financial Services’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20,800
| Closed | -$1.53M | – | 65 |
|
|
2024
Q2 | $1.53M | Hold |
20,800
| – | – | 1.33% | 15 |
|
|
2024
Q1 | $1.5M | Hold |
20,800
| – | – | 1.36% | 17 |
|
|
2023
Q4 | $1.43M | Hold |
20,800
| – | – | 1.36% | 16 |
|
|
2023
Q3 | $1.14M | Hold |
20,800
| – | – | 1.24% | 16 |
|
|
2023
Q2 | $1.18M | Buy |
+20,800
| New | +$1.18M | 1.15% | 16 |
|
|
2017
Q2 | – | Sell |
-27,000
| Closed | -$1.1M | – | 59 |
|
|
2017
Q1 | $1.1M | Hold |
27,000
| – | – | 0.64% | 38 |
|
|
2016
Q4 | $1.07M | Hold |
27,000
| – | – | 0.66% | 37 |
|
|
2016
Q3 | $852K | Hold |
27,000
| – | – | 0.55% | 42 |
|
|
2016
Q2 | $683K | Hold |
27,000
| – | – | 0.43% | 50 |
|
|
2016
Q1 | $757K | Buy |
+27,000
| New | +$757K | 0.47% | 50 |
|