| # Stocks & Cash |
| Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
| 01/16/2025 | 230 | AVGO  | 3.18% | $262.96 | $340.51 | $78,317 | 29.49% | 14.09% | | 01/27/2014 | 139 | BRK-B  | -1.76% | $253.05 | $495.67 | $68,898 | 95.88% | 12.40% | | 01/17/2023 | 185 | CMI  | 1.22% | $252.77 | $506.58 | $93,717 | 100.41% | 16.87% | | 01/17/2023 | 90 | COST  | -0.23% | $579.64 | $856.00 | $77,040 | 47.68% | 13.86% | | 01/17/2023 | 710 | FMC  | -4.91% | $83.46 | $29.03 | $20,611 | -65.22% | 3.71% | | 05/21/2015 | 198 | GD  | 0.60% | $172.94 | $339.50 | $67,221 | 96.31% | 12.10% | | 07/17/2024 | 302 | ORCL  | 6.63% | $151.93 | $192.32 | $58,081 | 26.58% | 10.45% | | 08/21/2013 | 897 | TXT  | 1.71% | $38.62 | $89.45 | $80,237 | 131.62% | 14.44% | | 08/21/2013 | 9,880 | Cash | 0.00% | 1.00€ | 1.00€ | 9,880€ | 0.00% | 2.08% | EUR/USD: 1.17084 GBP/EUR: 1.1400 |
Portfolio Value: |
$555,690 |
474,608€ |
100% |
|