| # Stocks & Cash |
| Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
| 01/16/2025 | 230 | AVGO  | 0.44% | $262.96 | $347.59 | $79,946 | 32.18% | 14.28% | | 01/27/2014 | 139 | BRK-B  | -1.14% | $253.05 | $496.90 | $69,069 | 96.36% | 12.34% | | 01/17/2023 | 185 | CMI  | 2.23% | $252.77 | $521.84 | $96,540 | 106.45% | 17.25% | | 01/17/2023 | 90 | COST  | -0.91% | $579.64 | $854.75 | $76,928 | 47.46% | 13.74% | | 01/17/2023 | 710 | FMC  | -4.91% | $83.46 | $29.03 | $20,611 | -65.22% | 3.68% | | 05/21/2015 | 198 | GD  | 2.00% | $172.94 | $343.38 | $67,989 | 98.56% | 12.14% | | 07/17/2024 | 302 | ORCL  | 0.40% | $151.93 | $195.68 | $59,095 | 28.79% | 10.56% | | 08/21/2013 | 897 | TXT  | -0.17% | $38.62 | $87.02 | $78,057 | 125.33% | 13.94% | | 08/21/2013 | 9,880 | Cash | 0.00% | 1.00€ | 1.00€ | 9,880€ | 0.00% | 2.07% | EUR/USD: 1.17195 GBP/EUR: 1.1500 |
Portfolio Value: |
$559,814 |
477,678€ |
100% |
|