# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
04/01/2024 | 59 | CB  | 1.62% | $258.15 | $289.74 | $17,095 | 12.24% | 12.86% | 05/28/2024 | 301 | GM  | -0.97% | $43.87 | $49.20 | $14,809 | 12.14% | 11.14% | 04/02/2024 | 1,840 | HSBA.L  | -0.74% | £6.27 | £8.78 | £18,897 | 40.06% | 16.75% | 04/01/2024 | 75 | MMC  | 0.79% | $204.40 | $218.68 | $16,401 | 6.99% | 12.33% | 04/01/2024 | 1,403 | MUFG  | -1.26% | $9.96 | $13.72 | $19,249 | 37.73% | 14.48% | 04/01/2024 | 261 | TD  | 1.17% | $60.31 | $73.44 | $19,168 | 21.78% | 14.42% | 04/01/2024 | 510 | UBS  | 1.14% | $30.47 | $33.82 | $17,248 | 10.98% | 12.97% | 04/03/2025 | 61 | WMB  | 0.18% | $60.24 | $62.78 | $3,830 | 4.21% | 2.88% | 04/03/2025 | 2,459 | Cash | 0.00% | 1.00€ | 1.00€ | 2,459€ | 0.00% | 2.18% | EUR/USD: 1.17860 GBP/EUR: 1.1700 |
Portfolio Value: |
$132,970 |
112,820€ |
100% |
|