# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
01/16/2025 | 122 | AVGO  | -1.43% | $234.84 | $200.97 | $24,518 | -14.42% | 5.43% | 01/27/2014 | 139 | BRK-B  | -5.12% | $253.05 | $512.75 | $71,272 | 102.63% | 15.79% | 01/17/2023 | 205 | CMI  | 0.82% | $252.77 | $302.44 | $62,000 | 19.65% | 13.74% | 01/17/2023 | 72 | COST  | 0.65% | $487.86 | $1014.69 | $73,058 | 107.99% | 16.19% | 01/17/2023 | 710 | FMC  | -4.95% | $83.46 | $35.88 | $25,475 | -57.01% | 5.64% | 05/21/2015 | 198 | GD  | -0.33% | $172.94 | $272.14 | $53,884 | 57.36% | 11.94% | 07/12/2024 | 464 | ORCL  | -0.96% | $148.95 | $149.32 | $69,284 | 0.25% | 15.35% | 08/21/2013 | 897 | TXT  | -0.75% | $38.62 | $70.52 | $63,256 | 82.61% | 14.01% | 08/21/2013 | 7,663 | Cash | 0.00% | 1.00€ | 1.00€ | 7,663€ | 0.00% | 1.91% | EUR/USD: 1.12349 GBP/EUR: 1.1700 |
Portfolio Value: |
$451,357 |
401,746€ |
100% |
|