# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
10/23/2024 | 107 | AMGN  | -0.19% | $316.75 | $270.82 | $28,978 | -14.50% | 12.09% | 10/23/2024 | 85 | CAT  | 0.50% | $388.83 | $344.21 | $29,258 | -11.48% | 12.21% | 10/23/2024 | 89 | CRM  | 0.68% | $285.85 | $284.20 | $25,294 | -0.58% | 10.55% | 10/23/2024 | 82 | HD  | -1.15% | $401.83 | $366.57 | $30,059 | -8.77% | 12.54% | 10/23/2024 | 114 | MCD  | -0.50% | $299.18 | $314.86 | $35,894 | 5.24% | 14.98% | 02/18/2025 | 438 | MDT  | -3.75% | $86.48 | $81.23 | $35,579 | -6.07% | 14.84% | 10/23/2024 | 75 | MSFT  | 0.70% | $429.41 | $455.74 | $34,181 | 6.13% | 14.26% | 10/23/2024 | 55 | UNH  | -0.23% | $568.61 | $302.27 | $16,625 | -46.84% | 6.94% | 10/23/2024 | 3,382 | Cash | 0.00% | 1.00€ | 1.00€ | 3,382€ | 0.00% | 1.59% | EUR/USD: 1.12810 GBP/EUR: 1.1900 |
Portfolio Value: |
$239,681 |
212,465€ |
100% |
|