MW
Mark W MenezesExec
Level II Department Of Energy · 2020-07 → 2021-01
- Chamber
- Executive branch
- Agency
- Department Of Energy
- Party
- —
- State
- —
- Trades
- 38 (33 buys · 5 sells)
- Estimated volume
- $304K
- Late filings
- —
- Outperformance rank
- #133 of 142 ranked
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $239K
- from $184K cost
- Estimated gain
- +$55K
- Up 30%
- Versus the S&P 500
- -$173K
- SPY would hold $412K
- Positions
- 12
- from 23 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | LLYEli Lilly & Co. | 2020-08-13 | $8K | $61K | +660% | 25% |
| 2 | SHOPShopify Inc. | 2020-09-08 | $24K | $40K | +67% | 17% |
| 3 | AMZNAmazon.com, Inc. | 2020-12-04 | $24K | $38K | +60% | 16% |
| 4 | MSMorgan Stanley | 2020-08-17 | $8K | $30K | +271% | 12% |
| 5 | ETSYEtsy, Inc. | 2020-08-06 | $32K | $19K | -39% | 8% |
| 6 | SBUXStarbucks Corp. | 2020-07-20 | $16K | $19K | +20% | 8% |
| 7 | CRMsalesforce.com, inc. | 2020-12-03 | $16K | $17K | +6% | 7% |
| 8 | ROKURoku, Inc. | 2020-08-06 | $8K | $8K | -1% | 3% |
| 9 | FSLYFastly, Inc. | 2020-08-12 | $8K | $3K | -66% | 1% |
| 10 | PYPLPayPal Holdings, Inc. | 2020-09-16 | $8K | $2K | -71% | 1% |
| 11 | BYNDBeyond Meat, Inc. | 2020-07-20 | $24K | $2K | -94% | 1% |
| 12 | TDOCTeladoc Health, Inc. | 2020-08-05 | $8K | $219 | -97% | 0% |
Trades that mattered most
These 8 buys explain 57% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co. | 2020-08-13 | 6.1y | $1K-15K | +660% | +531% | |
| 2 | BYND | Beyond Meat, Inc. | 2020-07-20 | 6.2y | $1K-15K | -94% | -231% | |
| 3 | TDOC | Teladoc Health, Inc. | 2020-08-05 | 6.2y | $1K-15K | -97% | -229% | |
| 4 | BYND | Beyond Meat, Inc. | 2020-08-05 | 6.2y | $1K-15K | -94% | -226% | |
| 5 | BYND | Beyond Meat, Inc. | 2020-08-18 | 6.1y | $1K-15K | -93% | -221% | |
| 6 | PYPL | PayPal Holdings, Inc. | 2020-09-16 | 6.0y | $1K-15K | -71% | -198% | |
| 7 | FSLY | Fastly, Inc. | 2020-08-12 | 6.1y | $1K-15K | -66% | -194% | |
| 8 | ETSY | Etsy, Inc. | 2020-08-06 | 6.2y | $1K-15K | -44% | -175% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | BYND | 4 | 3/1 | 0 of 3 | -94% | +132% |
| 2 | ETSY | 4 | 4/0 | 0 of 4 | -39% | +124% |
| 3 | LLY | 1 | 1/0 | 1 of 1 | +660% | +128% |
| 4 | SBUX | 2 | 2/0 | 0 of 2 | +20% | +136% |
| 5 | TDOC | 1 | 1/0 | 0 of 1 | -97% | +132% |
| 6 | CRM | 2 | 2/0 | 0 of 2 | +6% | +110% |
| 7 | PYPL | 1 | 1/0 | 0 of 1 | -71% | +127% |
| 8 | FSLY | 1 | 1/0 | 0 of 1 | -66% | +128% |
| 9 | SHOP | 3 | 3/0 | 0 of 3 | +67% | +123% |
| 10 | MS | 1 | 1/0 | 1 of 1 | +271% | +128% |
| 11 | AMZN | 3 | 3/0 | 0 of 3 | +60% | +107% |
| 12 | ROKU | 1 | 1/0 | 0 of 1 | -1% | +130% |
| 13 | FB | 2 | 2/0 | — | — | — |
| 14 | SPLK | 1 | 0/1 | — | — | — |
| 15 | SWVXX | 3 | 0/3 | — | — | — |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
38 of 38
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-43.8% vs SPY
AMZNAmazon.com, Inc.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-47.7% vs SPY
AMZNAmazon.com, Inc.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-103.4% vs SPY
CRMsalesforce.com, inc.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-49.0% vs SPY
AMZNAmazon.com, Inc.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-103.7% vs SPY
CRMsalesforce.com, inc.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-47.6% vs SPY
SHOPShopify Inc.
MW
Mark W Menezes
Level II Department Of Energy
Sell$1K-15K
-210.8% vs SPY
BYNDBeyond Meat, Inc.
—GlaxoSmithKline PLC Sponsored ADR
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-122.5% vs SPY
SBUXStarbucks Corp.
SWVXXSchwab Value Advantage Money Fund InvestorClass Shares
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-56.1% vs SPY
SHOPShopify Inc.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-160.3% vs SPY
ETSYEtsy, Inc.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-198.0% vs SPY
PYPLPayPal Holdings, Inc.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-66.0% vs SPY
SHOPShopify Inc.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-158.7% vs SPY
ETSYEtsy, Inc.
SWVXXSchwab Value Advantage Money Fund InvestorClass Shares
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-161.5% vs SPY
ETSYEtsy, Inc.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-220.6% vs SPY
BYNDBeyond Meat, Inc.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
+143.4% vs SPY
MSMorgan Stanley
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
+531.1% vs SPY
LLYEli Lilly & Co.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-194.1% vs SPY
FSLYFastly, Inc.
SWVXXSchwab Value Advantage Money Fund InvestorClass Shares
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-174.5% vs SPY
ETSYEtsy, Inc.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-131.2% vs SPY
ROKURoku, Inc.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-225.5% vs SPY
BYNDBeyond Meat, Inc.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-229.0% vs SPY
TDOCTeladoc Health, Inc.
—Schwab Value Advantage Money Fund
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-111.0% vs SPY
SBUXStarbucks Corp.
MW
Mark W Menezes
Level II Department Of Energy
Buy$1K-15K
-230.9% vs SPY
BYNDBeyond Meat, Inc.
—Schwab Value Advantage Money Fund
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
MW Mark W Menezes Level II Department Of Energy | Facebook, Inc. | Buy | $1K-15K | 2021-01-15 | 2021-02-23 | — | — | ||
MW Mark W Menezes Level II Department Of Energy | Splunk, Inc. | Sell | $1K-15K | 2021-01-15 | 2021-02-23 | — | — | ||
MW Mark W Menezes Level II Department Of Energy | Facebook, Inc. | Buy | $1K-15K | 2021-01-14 | 2021-02-23 | — | — | ||
MW Mark W Menezes Level II Department Of Energy | Amazon.com, Inc. | Buy | $1K-15K | 2021-01-13 | 2021-02-23 | — | -43.8% | ||
MW Mark W Menezes Level II Department Of Energy | Amazon.com, Inc. | Buy | $1K-15K | 2020-12-09 | 2021-02-23 | — | -47.7% | ||
MW Mark W Menezes Level II Department Of Energy | salesforce.com, inc. | Buy | $1K-15K | 2020-12-09 | 2021-02-23 | — | -103.4% | ||
MW Mark W Menezes Level II Department Of Energy | Amazon.com, Inc. | Buy | $1K-15K | 2020-12-04 | 2021-02-23 | — | -49.0% | ||
MW Mark W Menezes Level II Department Of Energy | salesforce.com, inc. | Buy | $1K-15K | 2020-12-03 | 2021-02-23 | — | -103.7% | ||
MW Mark W Menezes Level II Department Of Energy | Shopify Inc. | Buy | $1K-15K | 2020-11-16 | 2021-01-13 | — | -47.6% | ||
MW Mark W Menezes Level II Department Of Energy | Beyond Meat, Inc. | Sell | $1K-15K | 2020-11-10 | 2021-01-13 | — | -210.8% | ||
MW Mark W Menezes Level II Department Of Energy | — | GlaxoSmithKline PLC Sponsored ADR | Buy | $1K-15K | 2020-09-29 | 2020-10-28 | — | — | |
MW Mark W Menezes Level II Department Of Energy | — | Spotify Technology | Buy | $1K-15K | 2020-09-28 | 2020-10-28 | — | — | |
MW Mark W Menezes Level II Department Of Energy | — | Spotify Technology | Buy | $1K-15K | 2020-09-21 | 2020-10-28 | — | — | |
MW Mark W Menezes Level II Department Of Energy | Starbucks Corp. | Buy | $1K-15K | 2020-09-21 | 2020-10-28 | — | -122.5% | ||
MW Mark W Menezes Level II Department Of Energy | Schwab Value Advantage Money Fund InvestorClass Shares | Sell | $1K-15K | 2020-09-17 | 2020-10-28 | — | — | ||
MW Mark W Menezes Level II Department Of Energy | Shopify Inc. | Buy | $1K-15K | 2020-09-16 | 2020-10-28 | — | -56.1% | ||
MW Mark W Menezes Level II Department Of Energy | Etsy, Inc. | Buy | $1K-15K | 2020-09-16 | 2020-10-28 | — | -160.3% | ||
MW Mark W Menezes Level II Department Of Energy | PayPal Holdings, Inc. | Buy | $1K-15K | 2020-09-16 | 2020-10-28 | — | -198.0% | ||
MW Mark W Menezes Level II Department Of Energy | Shopify Inc. | Buy | $1K-15K | 2020-09-08 | 2020-10-28 | — | -66.0% | ||
MW Mark W Menezes Level II Department Of Energy | Etsy, Inc. | Buy | $1K-15K | 2020-08-28 | 2020-10-28 | — | -158.7% | ||
MW Mark W Menezes Level II Department Of Energy | Schwab Value Advantage Money Fund InvestorClass Shares | Sell | $1K-15K | 2020-08-28 | 2020-10-28 | — | — | ||
MW Mark W Menezes Level II Department Of Energy | Etsy, Inc. | Buy | $1K-15K | 2020-08-27 | 2020-10-28 | — | -161.5% | ||
MW Mark W Menezes Level II Department Of Energy | Beyond Meat, Inc. | Buy | $1K-15K | 2020-08-18 | 2020-10-28 | — | -220.6% | ||
MW Mark W Menezes Level II Department Of Energy | Morgan Stanley | Buy | $1K-15K | 2020-08-17 | 2020-10-28 | — | +143.4% | ||
MW Mark W Menezes Level II Department Of Energy | Eli Lilly & Co. | Buy | $1K-15K | 2020-08-13 | 2020-10-28 | — | +531.1% | ||
MW Mark W Menezes Level II Department Of Energy | Fastly, Inc. | Buy | $1K-15K | 2020-08-12 | 2020-10-28 | — | -194.1% | ||
MW Mark W Menezes Level II Department Of Energy | Schwab Value Advantage Money Fund InvestorClass Shares | Sell | $1K-15K | 2020-08-07 | 2020-10-28 | — | — | ||
MW Mark W Menezes Level II Department Of Energy | Etsy, Inc. | Buy | $1K-15K | 2020-08-06 | 2020-10-28 | — | -174.5% | ||
MW Mark W Menezes Level II Department Of Energy | Roku, Inc. | Buy | $1K-15K | 2020-08-06 | 2020-10-28 | — | -131.2% | ||
MW Mark W Menezes Level II Department Of Energy | — | Spotify Technology | Buy | $1K-15K | 2020-08-05 | 2020-10-28 | — | — | |
MW Mark W Menezes Level II Department Of Energy | Beyond Meat, Inc. | Buy | $1K-15K | 2020-08-05 | 2020-10-28 | — | -225.5% | ||
MW Mark W Menezes Level II Department Of Energy | Teladoc Health, Inc. | Buy | $1K-15K | 2020-08-05 | 2020-10-28 | — | -229.0% | ||
MW Mark W Menezes Level II Department Of Energy | — | Spotify Technology | Buy | $1K-15K | 2020-08-03 | 2020-09-11 | — | — | |
MW Mark W Menezes Level II Department Of Energy | — | Schwab Value Advantage Money Fund | Buy | $1K-15K | 2020-08-03 | 2020-09-11 | — | — | |
MW Mark W Menezes Level II Department Of Energy | — | Spotify Technology | Buy | $1K-15K | 2020-07-31 | 2020-09-11 | — | — | |
MW Mark W Menezes Level II Department Of Energy | Starbucks Corp. | Buy | $1K-15K | 2020-07-20 | 2020-09-11 | — | -111.0% | ||
MW Mark W Menezes Level II Department Of Energy | Beyond Meat, Inc. | Buy | $1K-15K | 2020-07-20 | 2020-09-11 | — | -230.9% | ||
MW Mark W Menezes Level II Department Of Energy | — | Schwab Value Advantage Money Fund | Buy | $1K-15K | 2020-07-20 | 2020-09-11 | — | — |