| # Stocks & Cash |
| Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
| 04/01/2024 | 59 | CB  | -0.12% | $258.15 | $310.52 | $18,321 | 20.29% | 11.26% | | 05/28/2024 | 301 | GM  | 1.45% | $43.87 | $82.32 | $24,778 | 87.63% | 15.23% | | 04/02/2024 | 1,672 | HSBA.L  | 1.44% | £6.27 | £11.65 | £22,206 | 85.89% | 15.98% | | 04/01/2024 | 75 | MMC  | -0.55% | $204.40 | $184.67 | $13,850 | -9.65% | 8.51% | | 04/01/2024 | 1,403 | MUFG  | 0.99% | $9.96 | $15.74 | $22,083 | 58.01% | 13.57% | | 04/01/2024 | 261 | TD  | 0.32% | $60.31 | $92.80 | $24,221 | 53.88% | 14.88% | | 04/01/2024 | 510 | UBS  | 0.39% | $30.47 | $46.28 | $23,603 | 51.87% | 14.50% | | 04/03/2025 | 61 | WMB  | -0.68% | $60.24 | $58.24 | $3,553 | -3.32% | 2.18% | | 04/03/2025 | 5,409 | Cash | 0.00% | 1.00€ | 1.00€ | 5,409€ | 0.00% | 3.89% | EUR/USD: 1.17084 GBP/EUR: 1.1400 |
Portfolio Value: |
$162,741 |
138,995€ |
100% |
|