| # Stocks & Cash |
| Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
| 09/05/2024 | 66 | AAPL  | -1.62% | $221.04 | $248.62 | $16,409 | 12.48% | 12.03% | | 09/03/2024 | 51 | AJG  | -1.51% | $293.87 | $207.07 | $10,561 | -29.54% | 7.74% | | 09/05/2024 | 149 | BG  | 2.35% | $100.32 | $128.72 | $19,179 | 28.30% | 14.07% | | 09/05/2024 | 29 | CAT  | -1.10% | $333.85 | $695.47 | $20,169 | 108.32% | 14.79% | | 09/05/2024 | 67 | IBM  | -2.21% | $204.28 | $236.29 | $15,831 | 15.67% | 11.61% | | 10/01/2024 | 487 | JD  | -1.64% | $32.01 | $28.70 | $13,977 | -10.33% | 10.25% | | 09/05/2024 | 20 | LLY  | -2.09% | $919.80 | $877.69 | $17,554 | -4.58% | 12.87% | | 09/05/2024 | 102 | NVDA  | -2.22% | $106.29 | $167.46 | $17,081 | 57.55% | 12.53% | | 09/05/2024 | 4,859 | Cash | 0.00% | 1.00€ | 1.00€ | 4,859€ | 0.00% | 4.10% | EUR/USD: 1.15113 GBP/EUR: 1.1500 |
Portfolio Value: |
$136,354 |
118,452€ |
100% |
|