| # Stocks & Cash |
| Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
| 01/16/2025 | 230 | AVGO  | -0.96% | $262.96 | $316.48 | $72,790 | 20.35% | 12.64% | | 01/27/2014 | 174 | BRK-B  | -4.99% | $297.61 | $479.73 | $83,473 | 61.20% | 14.50% | | 01/17/2023 | 151 | CMI  | -0.24% | $252.77 | $582.48 | $87,954 | 130.44% | 15.27% | | 01/17/2023 | 90 | COST  | -0.12% | $579.64 | $1009.56 | $90,860 | 74.17% | 15.78% | | 01/17/2023 | 710 | FMC  | -4.91% | $83.46 | $29.03 | $20,611 | -65.22% | 3.58% | | 05/21/2015 | 198 | GD  | 1.47% | $172.94 | $362.30 | $71,735 | 109.50% | 12.46% | | 07/17/2024 | 302 | ORCL  | 1.85% | $151.93 | $148.09 | $44,723 | -2.53% | 7.77% | | 08/21/2013 | 897 | TXT  | 1.52% | $38.62 | $100.15 | $89,835 | 159.33% | 15.60% | | 08/21/2013 | 11,840 | Cash | 0.00% | 1.00€ | 1.00€ | 11,840€ | 0.00% | 2.41% | EUR/USD: 1.16978 GBP/EUR: 1.1500 |
Portfolio Value: |
$575,833 |
492,257€ |
100% |
|