| # Stocks & Cash |
| Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
| 05/28/2024 | 51 | AMS.MC  | -1.26% | 63.54€ | 62.90€ | 3,208€ | -1.01% | 2.57% | | 10/31/2022 | 36 | BRK-B  | -1.76% | $296.04 | $495.67 | $17,844 | 67.43% | 12.22% | | 10/31/2022 | 38 | CAT  | 1.84% | $216.85 | $576.17 | $21,894 | 165.70% | 15.00% | | 10/31/2022 | 39 | LMT  | 0.85% | $472.63 | $473.40 | $18,463 | 0.16% | 12.65% | | 10/31/2022 | 53 | MCD  | -1.19% | $272.90 | $315.81 | $16,738 | 15.72% | 11.47% | | 10/31/2022 | 220 | MRK  | 0.40% | $95.25 | $101.09 | $22,240 | 6.13% | 15.24% | | 10/31/2022 | 211 | SCHW  | 1.64% | $78.34 | $98.81 | $20,849 | 26.14% | 14.28% | | 10/31/2022 | 137 | XYL  | 1.01% | $102.65 | $138.04 | $18,911 | 34.48% | 12.96% | | 10/31/2022 | 4,501 | Cash | 0.00% | 1.00€ | 1.00€ | 4,501€ | 0.00% | 3.61% | EUR/USD: 1.17084 GBP/EUR: 1.1400 |
Portfolio Value: |
$145,965 |
124,667€ |
100% |
|