# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
01/16/2025 | 181 | AVGO  | -3.65% | $240.48 | $297.47 | $53,842 | 23.70% | 10.01% | 01/27/2014 | 139 | BRK-B  | 0.62% | $253.05 | $503.03 | $69,921 | 98.78% | 12.99% | 01/17/2023 | 205 | CMI  | -0.87% | $252.77 | $398.63 | $81,719 | 57.70% | 15.19% | 01/17/2023 | 72 | COST  | -0.17% | $487.86 | $943.56 | $67,936 | 93.41% | 12.62% | 01/17/2023 | 710 | FMC  | -0.53% | $83.46 | $39.10 | $27,761 | -53.15% | 5.16% | 05/21/2015 | 198 | GD  | -0.10% | $172.94 | $324.63 | $64,277 | 87.71% | 11.94% | 07/17/2024 | 348 | ORCL  | -5.90% | $150.50 | $226.14 | $78,697 | 50.26% | 14.62% | 08/21/2013 | 897 | TXT  | -0.37% | $38.62 | $80.15 | $71,895 | 107.54% | 13.36% | 08/21/2013 | 18,927 | Cash | 0.00% | 1.00€ | 1.00€ | 18,927€ | 0.00% | 4.10% | EUR/USD: 1.16626 GBP/EUR: 1.1500 |
Portfolio Value: |
$538,122 |
461,408€ |
100% |
|