house · trading 2019-09-27 → 2020-03-07
*Notional-weighted price return on disclosed buys, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2020-03-07 | MODERNA | BUY | $1K–$15K | — | — | — |
| 2020-02-06 | MODERNA | BUY | $1K–$15K | — | — | — |
| 2019-09-27 | XSLV | SELL | $1K–$15K | — | — | — exit |
| 2019-09-27 | XLB | SELL | $1K–$15K | $28.86 | $51.60 2026-06-26 | -78.8% exit |
| 2019-09-27 | USMV | SELL | $1K–$15K | — | — | — exit |
| 2019-09-27 | SCHW | SELL | $1K–$15K | $41.41 | $90.67 2026-06-26 | -119.0% exit |
Return: buys are marked to the latest close (open); sells tagged rt are realized round-trips vs a prior disclosed buy; exit = timing (how the stock moved after the sale, seller's perspective).