| # Stocks & Cash |
| Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
| 03/14/2013 | 312 | ABT  | 2.40% | $83.35 | $128.51 | $40,095 | 54.18% | 12.38% | | 06/06/2022 | 197 | AMZN  | -1.61% | $124.79 | $222.55 | $43,842 | 78.34% | 13.54% | | 07/12/2024 | 128 | AVGO  | -5.59% | $167.69 | $339.85 | $43,501 | 102.67% | 13.44% | | 07/09/2024 | 636 | FORM  | 1.48% | $61.12 | $56.27 | $35,788 | -7.93% | 11.05% | | 07/01/2024 | 434 | INSM  | -3.99% | $72.99 | $70.64 | $30,658 | -3.22% | 9.47% | | 02/17/2025 | 539 | PRX.AS  | -0.86% | 47.39€ | 52.79€ | 28,454€ | 11.41% | 10.33% | | 07/02/2024 | 142 | SAP.DE  | 0.29% | 206.10€ | 208.80€ | 29,650€ | 1.31% | 10.76% | | 02/26/2024 | 437 | WMT  | 0.08% | $68.30 | $116.80 | $51,042 | 71.01% | 15.77% | | 02/26/2024 | 8,964 | Cash | 0.00% | 1.00€ | 1.00€ | 8,964€ | 0.00% | 3.25% | EUR/USD: 1.17539 GBP/EUR: 1.1400 |
Portfolio Value: |
$323,756 |
275,445€ |
100% |
|