# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
01/16/2025 | 181 | AVGO  | -3.84% | $240.48 | $345.89 | $62,606 | 43.83% | 11.25% | 01/27/2014 | 139 | BRK-B  | 0.27% | $253.05 | $492.49 | $68,456 | 94.62% | 12.30% | 01/17/2023 | 205 | CMI  | -0.88% | $252.77 | $412.26 | $84,513 | 63.10% | 15.19% | 01/17/2023 | 72 | COST  | 1.15% | $487.86 | $962.65 | $69,311 | 97.32% | 12.46% | 01/17/2023 | 710 | FMC  | 0.65% | $83.46 | $37.28 | $26,469 | -55.33% | 4.76% | 05/21/2015 | 198 | GD  | -0.34% | $172.94 | $325.24 | $64,398 | 88.07% | 11.57% | 07/17/2024 | 348 | ORCL  | 1.27% | $150.50 | $241.62 | $84,084 | 60.54% | 15.11% | 08/21/2013 | 897 | TXT  | -0.86% | $38.62 | $82.76 | $74,236 | 114.30% | 13.34% | 08/21/2013 | 18,927 | Cash | 0.00% | 1.00€ | 1.00€ | 18,927€ | 0.00% | 4.02% | EUR/USD: 1.18256 GBP/EUR: 1.1500 |
Portfolio Value: |
$556,454 |
470,551€ |
100% |
|