# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
10/23/2024 | 107 | AMGN  | 0.75% | $316.75 | $279.20 | $29,874 | -11.85% | 12.09% | 10/23/2024 | 85 | CAT  | 0.87% | $388.83 | $388.14 | $32,992 | -0.18% | 13.35% | 10/23/2024 | 89 | CRM  | -0.28% | $285.85 | $272.64 | $24,265 | -4.62% | 9.82% | 10/23/2024 | 82 | HD  | -0.58% | $401.83 | $366.60 | $30,061 | -8.77% | 12.16% | 10/23/2024 | 114 | MCD  | 0.23% | $299.18 | $292.22 | $33,313 | -2.33% | 13.48% | 02/18/2025 | 438 | MDT  | 1.36% | $86.48 | $87.19 | $38,189 | 0.82% | 15.45% | 10/23/2024 | 75 | MSFT  | 0.30% | $429.41 | $497.16 | $37,287 | 15.78% | 15.09% | 10/23/2024 | 55 | UNH  | 0.86% | $568.61 | $311.78 | $17,148 | -45.17% | 6.94% | 10/23/2024 | 3,382 | Cash | 0.00% | 1.00€ | 1.00€ | 3,382€ | 0.00% | 1.61% | EUR/USD: 1.17848 GBP/EUR: 1.1700 |
Portfolio Value: |
$247,115 |
209,690€ |
100% |
|