# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
04/01/2024 | 65 | AXP  | 0.55% | $227.56 | $318.92 | $20,730 | 40.15% | 14.48% | 04/01/2024 | 411 | BAC  | 0.33% | $37.57 | $47.28 | $19,432 | 25.84% | 13.57% | 04/01/2024 | 36 | BRK-B  | -0.08% | $421.51 | $485.19 | $17,467 | 15.11% | 12.20% | 04/01/2024 | 119 | BX  | -1.04% | $131.27 | $149.54 | $17,795 | 13.92% | 12.43% | 04/01/2024 | 77 | JPM  | 0.96% | $199.64 | $289.87 | $22,320 | 45.20% | 15.59% | 04/01/2024 | 162 | MS  | 0.07% | $93.69 | $140.77 | $22,805 | 50.26% | 15.92% | 04/01/2024 | 272 | WFC  | 0.71% | $57.74 | $80.07 | $21,779 | 38.69% | 15.21% | 04/01/2024 | 747 | Cash | 0.00% | 1.00€ | 1.00€ | 747€ | 0.00% | 0.62% | EUR/USD: 1.18090 GBP/EUR: 1.1700 |
Portfolio Value: |
$143,210 |
121,272€ |
100% |
|