# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
01/16/2025 | 122 | AVGO | -0.06% | $234.84 | $240.98 | $29,400 | 2.61% | 6.07% | 01/27/2014 | 155 | BRK-B | -0.08% | $238.50 | $460.41 | $71,364 | 93.04% | 14.73% | 01/17/2023 | 205 | CMI | -0.01% | $252.77 | $366.02 | $75,034 | 44.80% | 15.49% | 01/17/2023 | 79 | COST | -0.07% | $487.86 | $944.68 | $74,630 | 93.64% | 15.40% | 01/17/2023 | 710 | FMC | 0.00% | $83.46 | $54.44 | $38,652 | -34.77% | 7.98% | 05/21/2015 | 198 | GD | -0.03% | $172.94 | $268.60 | $53,183 | 55.31% | 10.98% | 07/12/2024 | 285 | ORCL | -0.07% | $147.68 | $184.18 | $52,491 | 24.71% | 10.83% | 08/21/2013 | 897 | TXT | 0.01% | $38.62 | $78.41 | $70,334 | 103.04% | 14.52% | 08/21/2013 | 18,637 | Cash | 0.00% | 1.00€ | 1.00€ | 18,637€ | 0.00% | 4.00% | EUR/USD: 1.04085 GBP/EUR: 1.1800 |
Portfolio Value: |
$484,486 |
465,471€ |
100% |
|