# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
01/16/2025 | 122 | AVGO  | -0.04% | $234.84 | $230.85 | $28,164 | -1.70% | 5.80% | 01/27/2014 | 155 | BRK-B  | 0.01% | $238.50 | $476.29 | $73,825 | 99.70% | 15.20% | 01/17/2023 | 205 | CMI  | -0.03% | $252.77 | $368.92 | $75,629 | 45.95% | 15.57% | 01/17/2023 | 79 | COST  | -0.02% | $487.86 | $1048.51 | $82,832 | 114.92% | 17.05% | 01/17/2023 | 710 | FMC  | -0.01% | $83.46 | $54.05 | $38,376 | -35.24% | 7.90% | 05/21/2015 | 198 | GD  | -0.02% | $172.94 | $255.30 | $50,549 | 47.62% | 10.41% | 07/12/2024 | 285 | ORCL  | 0.01% | $147.68 | $173.76 | $49,522 | 17.66% | 10.19% | 08/21/2013 | 897 | TXT  | 0.01% | $38.62 | $75.31 | $67,553 | 95.01% | 13.91% | 08/21/2013 | 18,637 | Cash | 0.00% | 1.00€ | 1.00€ | 18,637€ | 0.00% | 3.98% | EUR/USD: 1.03748 GBP/EUR: 1.2000 |
Portfolio Value: |
$485,785 |
468,235€ |
100% |
|