| # Stocks & Cash |
| Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
| 01/16/2025 | 230 | AVGO  | 0.34% | $262.96 | $314.56 | $72,349 | 19.62% | 13.00% | | 01/27/2014 | 174 | BRK-B  | -0.24% | $297.61 | $477.41 | $83,069 | 60.42% | 14.93% | | 01/17/2023 | 151 | CMI  | -0.07% | $252.77 | $550.01 | $83,052 | 117.59% | 14.93% | | 01/17/2023 | 90 | COST  | 1.85% | $579.64 | $1014.80 | $91,332 | 75.08% | 16.41% | | 01/17/2023 | 710 | FMC  | -4.91% | $83.46 | $29.03 | $20,611 | -65.22% | 3.70% | | 05/21/2015 | 198 | GD  | -0.41% | $172.94 | $349.08 | $69,118 | 101.85% | 12.42% | | 07/17/2024 | 302 | ORCL  | 0.79% | $151.93 | $146.39 | $44,210 | -3.65% | 7.95% | | 08/21/2013 | 897 | TXT  | -0.97% | $38.62 | $88.06 | $78,990 | 128.03% | 14.20% | | 08/21/2013 | 11,840 | Cash | 0.00% | 1.00€ | 1.00€ | 11,840€ | 0.00% | 2.46% | EUR/USD: 1.15414 GBP/EUR: 1.1500 |
Portfolio Value: |
$556,395 |
482,087€ |
100% |
|