SWM
SVA Wealth Management’s Mattel MAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-13,149
| Closed | -$407K | – | 210 |
|
|
2014
Q4 | $407K | Sell |
13,149
-2,458
| -16% | -$76.1K | 0.15% | 131 |
|
|
2014
Q3 | $478K | Buy |
15,607
+1,336
| +9% | +$40.9K | 0.2% | 101 |
|
|
2014
Q2 | $556K | Buy |
14,271
+773
| +6% | +$30.1K | 0.24% | 93 |
|
|
2014
Q1 | $541K | Buy |
13,498
+2,771
| +26% | +$111K | 0.26% | 88 |
|
|
2013
Q4 | $510K | Buy |
+10,727
| New | +$510K | 0.3% | 82 |
|