| # Stocks & Cash |
| Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
| 04/01/2024 | 65 | AXP  | 0.26% | $227.56 | $376.35 | $24,463 | 65.39% | 14.86% | | 04/01/2024 | 411 | BAC  | 1.86% | $37.57 | $55.24 | $22,704 | 47.02% | 13.79% | | 04/01/2024 | 36 | BRK-B  | -1.76% | $421.51 | $495.67 | $17,844 | 17.59% | 10.84% | | 04/01/2024 | 119 | BX  | -1.39% | $131.27 | $151.58 | $18,038 | 15.47% | 10.95% | | 04/01/2024 | 77 | JPM  | 1.35% | $199.64 | $317.11 | $24,417 | 58.84% | 14.83% | | 04/01/2024 | 148 | MS  | 2.32% | $93.69 | $176.99 | $26,195 | 88.92% | 15.91% | | 04/01/2024 | 272 | WFC  | 1.67% | $57.74 | $92.99 | $25,293 | 61.06% | 15.36% | | 04/01/2024 | 4,878 | Cash | 0.00% | 1.00€ | 1.00€ | 4,878€ | 0.00% | 3.47% | EUR/USD: 1.17084 GBP/EUR: 1.1400 |
Portfolio Value: |
$164,665 |
140,638€ |
100% |
|