| # Stocks & Cash |
| Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
| 04/01/2024 | 59 | CB  | 0.03% | $258.15 | $326.26 | $19,249 | 26.38% | 11.13% | | 05/28/2024 | 301 | GM  | -0.51% | $43.87 | $80.27 | $24,161 | 82.96% | 13.97% | | 04/02/2024 | 1,516 | HSBA.L  | -0.97% | £6.27 | £13.03 | £22,717 | 107.91% | 15.65% | | 04/01/2024 | 75 | MMC  | -1.60% | $204.40 | $182.65 | $13,699 | -10.64% | 7.92% | | 04/01/2024 | 1,403 | MUFG  | 0.94% | $9.96 | $19.39 | $27,204 | 94.65% | 15.73% | | 04/01/2024 | 261 | TD  | 0.38% | $60.31 | $98.58 | $25,729 | 63.46% | 14.88% | | 04/01/2024 | 510 | UBS  | -1.26% | $30.47 | $43.86 | $22,369 | 43.92% | 12.94% | | 04/03/2025 | 61 | WMB  | 1.46% | $60.24 | $68.84 | $4,199 | 14.27% | 2.43% | | 04/03/2025 | 7,760 | Cash | 0.00% | 1.00€ | 1.00€ | 7,760€ | 0.00% | 5.34% | EUR/USD: 1.19084 GBP/EUR: 1.1500 |
Portfolio Value: |
$172,903 |
145,194€ |
100% |
|