MWVC
Morgens Waterfall Vintiadis & Co’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-122,000
| Closed | -$3.68M | – | 53 |
|
|
2014
Q4 | $3.68M | Hold |
122,000
| – | – | 2.06% | 20 |
|
|
2014
Q3 | $3.59M | Buy |
+122,000
| New | +$3.59M | 2.51% | 15 |
|
|
2014
Q2 | – | Sell |
-150,000
| Closed | -$4.1M | – | 48 |
|
|
2014
Q1 | $4.1M | Hold |
150,000
| – | – | 2.48% | 14 |
|
|
2013
Q4 | $3.9M | Buy |
+150,000
| New | +$3.9M | 2.67% | 12 |
|