# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
01/16/2025 | 181 | AVGO  | 2.34% | $240.48 | $275.77 | $49,914 | 14.68% | 9.79% | 01/27/2014 | 139 | BRK-B  | -0.08% | $253.05 | $485.19 | $67,441 | 91.73% | 13.23% | 01/17/2023 | 205 | CMI  | 0.59% | $252.77 | $327.63 | $67,164 | 29.62% | 13.17% | 01/17/2023 | 72 | COST  | 0.49% | $487.86 | $989.72 | $71,260 | 102.87% | 13.98% | 01/17/2023 | 710 | FMC  | -2.70% | $83.46 | $41.75 | $29,643 | -49.98% | 5.81% | 05/21/2015 | 198 | GD  | 0.34% | $172.94 | $291.72 | $57,761 | 68.68% | 11.33% | 07/12/2024 | 384 | ORCL  | 3.99% | $149.78 | $218.63 | $83,954 | 45.97% | 16.47% | 08/21/2013 | 897 | TXT  | -0.11% | $38.62 | $80.25 | $71,984 | 107.80% | 14.12% | 08/21/2013 | 9,086 | Cash | 0.00% | 1.00€ | 1.00€ | 9,086€ | 0.00% | 2.10% | EUR/USD: 1.18083 GBP/EUR: 1.1700 |
Portfolio Value: |
$509,850 |
431,773€ |
100% |
|