# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
03/14/2013 | 312 | ABT  | 0.98% | $83.35 | $132.69 | $41,399 | 59.19% | 13.97% | 06/06/2022 | 197 | AMZN  | -1.12% | $124.79 | $229.05 | $45,123 | 83.55% | 15.23% | 07/12/2024 | 160 | AVGO  | -3.65% | $167.69 | $297.47 | $47,595 | 77.39% | 16.06% | 07/09/2024 | 636 | FORM  | -1.18% | $61.12 | $29.18 | $18,558 | -52.25% | 6.26% | 07/01/2024 | 434 | INSM  | -3.99% | $72.99 | $70.64 | $30,658 | -3.22% | 10.35% | 02/17/2025 | 382 | PRX.AS  | 0.65% | 44.70€ | 52.74€ | 20,147€ | 17.98% | 7.93% | 07/02/2024 | 142 | SAP.DE  | -1.42% | 206.10€ | 233.00€ | 33,086€ | 13.05% | 13.02% | 02/26/2024 | 437 | WMT  | 0.91% | $68.30 | $97.01 | $42,393 | 42.03% | 14.31% | 02/26/2024 | 7,278 | Cash | 0.00% | 1.00€ | 1.00€ | 7,278€ | 0.00% | 2.86% | EUR/USD: 1.16626 GBP/EUR: 1.1500 |
Portfolio Value: |
$296,298 |
254,058€ |
100% |
|