# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
04/01/2024 | 65 | AXP  | 0.43% | $227.56 | $278.02 | $18,071 | 22.18% | 13.97% | 04/01/2024 | 411 | BAC  | 0.12% | $37.57 | $41.12 | $16,900 | 9.44% | 13.06% | 04/01/2024 | 36 | BRK-B  | -5.12% | $421.51 | $512.75 | $18,459 | 21.65% | 14.27% | 04/01/2024 | 119 | BX  | -0.95% | $131.27 | $136.11 | $16,197 | 3.69% | 12.52% | 04/01/2024 | 77 | JPM  | 0.02% | $199.64 | $252.68 | $19,456 | 26.57% | 15.04% | 04/01/2024 | 162 | MS  | -0.52% | $93.69 | $119.59 | $19,374 | 27.65% | 14.97% | 04/01/2024 | 272 | WFC  | 0.07% | $57.74 | $73.83 | $20,082 | 27.88% | 15.52% | 04/01/2024 | 747 | Cash | 0.00% | 1.00€ | 1.00€ | 747€ | 0.00% | 0.65% | EUR/USD: 1.12427 GBP/EUR: 1.1700 |
Portfolio Value: |
$129,379 |
115,078€ |
100% |
|