# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
01/16/2025 | 181 | AVGO  | 0.04% | $240.48 | $275.52 | $49,869 | 14.57% | 9.59% | 01/27/2014 | 139 | BRK-B  | -0.88% | $253.05 | $474.05 | $65,893 | 87.33% | 12.68% | 01/17/2023 | 205 | CMI  | -0.60% | $252.77 | $337.98 | $69,286 | 33.71% | 13.33% | 01/17/2023 | 72 | COST  | -0.37% | $487.86 | $966.61 | $69,596 | 98.13% | 13.39% | 01/17/2023 | 710 | FMC  | -1.62% | $83.46 | $41.97 | $29,799 | -49.71% | 5.73% | 05/21/2015 | 198 | GD  | -0.52% | $172.94 | $301.79 | $59,754 | 74.51% | 11.50% | 07/17/2024 | 348 | ORCL  | -1.15% | $150.50 | $232.29 | $80,837 | 54.34% | 15.55% | 08/21/2013 | 897 | TXT  | -0.84% | $38.62 | $84.51 | $75,805 | 118.83% | 14.58% | 08/21/2013 | 16,184 | Cash | 0.00% | 1.00€ | 1.00€ | 16,184€ | 0.00% | 3.64% | EUR/USD: 1.16902 GBP/EUR: 1.1500 |
Portfolio Value: |
$519,759 |
444,611€ |
100% |
|