# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
04/01/2024 | 65 | AXP  | -1.32% | $227.56 | $320.94 | $20,861 | 41.04% | 14.45% | 04/01/2024 | 411 | BAC  | -1.18% | $37.57 | $46.42 | $19,079 | 23.55% | 13.22% | 04/01/2024 | 36 | BRK-B  | -0.88% | $421.51 | $474.05 | $17,066 | 12.47% | 11.83% | 04/01/2024 | 119 | BX  | -1.59% | $131.27 | $161.46 | $19,214 | 23.00% | 13.31% | 04/01/2024 | 77 | JPM  | -0.85% | $199.64 | $285.73 | $22,001 | 43.13% | 15.24% | 04/01/2024 | 162 | MS  | -1.15% | $93.69 | $141.44 | $22,913 | 50.97% | 15.88% | 04/01/2024 | 272 | WFC  | -0.41% | $57.74 | $82.03 | $22,312 | 42.08% | 15.46% | 04/01/2024 | 747 | Cash | 0.00% | 1.00€ | 1.00€ | 747€ | 0.00% | 0.61% | EUR/USD: 1.16902 GBP/EUR: 1.1500 |
Portfolio Value: |
$144,319 |
123,453€ |
100% |
|