# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
01/16/2025 | 181 | AVGO  | 1.95% | $240.48 | $269.90 | $48,852 | 12.24% | 9.45% | 01/27/2014 | 139 | BRK-B  | -1.86% | $253.05 | $480.39 | $66,774 | 89.84% | 12.92% | 01/17/2023 | 205 | CMI  | 1.16% | $252.77 | $333.26 | $68,318 | 31.84% | 13.22% | 01/17/2023 | 72 | COST  | -0.37% | $487.86 | $981.93 | $70,699 | 101.27% | 13.68% | 01/17/2023 | 710 | FMC  | 3.52% | $83.46 | $44.46 | $31,567 | -46.73% | 6.11% | 05/21/2015 | 198 | GD  | -0.16% | $172.94 | $293.97 | $58,206 | 69.98% | 11.26% | 07/12/2024 | 384 | ORCL  | 5.03% | $149.78 | $229.98 | $88,312 | 53.54% | 17.08% | 08/21/2013 | 897 | TXT  | 1.19% | $38.62 | $81.93 | $73,491 | 112.15% | 14.22% | 08/21/2013 | 9,086 | Cash | 0.00% | 1.00€ | 1.00€ | 9,086€ | 0.00% | 2.07% | EUR/USD: 1.17968 GBP/EUR: 1.1600 |
Portfolio Value: |
$516,938 |
438,202€ |
100% |
|