Morgan McGarvey
| Date | Stock | Action | Amount | Return | vs SPY | Alpha |
|---|---|---|---|---|---|---|
| 2024-11-13 | AMZN Amazon.com, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-11-13 | SCHW Charles Schwab Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2024-11-13 | IBKR Interactive Brokers Group, Inc. - Class A Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-11-13 | MSFT Microsoft Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2024-11-13 | NVDA NVIDIA Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2024-11-13 | NVDA NVIDIA Corporation | SELL | $15,001 - $50,000 | — | — | — |
| 2024-11-13 | SHEL Shell PLC American Depositary Shares | SELL | $1,001 - $15,000 | — | — | — |
| 2024-11-13 | TSLA Tesla, Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-11-08 | DJT Trump Media & Technology Group Corp. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-11-06 | DJT Trump Media & Technology Group Corp. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-10-25 | TSLA Tesla, Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-08-19 | AAPL Apple Inc. | SELL | $1,001 - $15,000 | — | — | — |
| 2024-08-13 | AAPL Apple Inc. | BUY | $1,001 - $15,000 | — | — | — |
| 2024-07-23 | DAL Delta Air Lines, Inc. Common Stock | SELL | $1,001 - $15,000 | — | — | — |
| 2024-06-28 | DAL Delta Air Lines, Inc. Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-06-06 | IBKR Interactive Brokers Group, Inc. - Class A Common Stock | BUY | $1,001 - $15,000 | — | — | — |
| 2024-05-31 | NVDA NVIDIA Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2023-10-05 | SCHW Charles Schwab Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2023-08-25 | TWLO Twilio Inc. Class A | SELL | $1,001 - $15,000 | — | — | — |
| 2023-03-07 | NVDA NVIDIA Corporation | BUY | $1,001 - $15,000 | — | — | — |
| 2023-02-28 | NVDA NVIDIA Corporation | SELL | $1,001 - $15,000 | — | — | — |
| 2023-02-07 | AMZN Amazon.com, Inc. | BUY | $1,001 - $15,000 | — | — | — |
← swipe the chart to see the whole period
AMZN moved +109.7% while the S&P did +47.4%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
IBKR moved +46.0% while the S&P did +12.4%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
TSLA moved +22.7% while the S&P did +3.1%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
SCHW moved +56.2% while the S&P did +42.6%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
AAPL moved +2.1% while the S&P did +3.2%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
DAL moved -8.1% while the S&P did +1.8%. Disclosed as $1,001 - $15,000 bought, $1,001 - $15,000 sold — which is why this is a price move and not a profit.
What this is not: a profit.
The STOCK Act discloses an amount band, never a share count. A member who
bought in the $50,001–$100,000 band and sold in the $15,001–$50,000 band
might have trimmed the position or might have watched it fall — nothing in the
filing tells the two apart. So every figure here is the movement in the share
price between two disclosed dates, next to what the S&P 500 did over exactly
those days.
Only completed positions appear — one purchase, one sale, in
that order. A stock bought twice, or sold before any purchase we hold, has no
single cost basis we can honestly describe and is left out. Prices are
adjusted closes, which account for splits and dividends; that is what makes
the comparison with the index like for like, and it is why a price shown here
can differ from what the stock traded at on the day.