| # Stocks & Cash |
| Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
| 09/28/2022 | 43 | BRK-B  | 1.20% | $272.28 | $499.15 | $21,463 | 83.32% | 14.59% | | 09/28/2022 | 258 | K  | 0.13% | $69.76 | $83.33 | $21,499 | 19.46% | 14.62% | | 09/28/2022 | 60 | MCD  | 0.42% | $237.17 | $299.66 | $17,980 | 26.35% | 12.22% | | 09/28/2022 | 143 | MMM  | 0.60% | $111.63 | $164.80 | $23,566 | 47.64% | 16.02% | | 09/28/2022 | 163 | MO  | 1.33% | $46.22 | $58.01 | $9,456 | 25.50% | 6.43% | | 09/28/2022 | 957 | PCG  | 1.10% | $12.68 | $16.51 | $15,800 | 30.16% | 10.74% | | 09/28/2022 | 87 | PEP  | 0.97% | $168.84 | $142.94 | $12,436 | -15.34% | 8.46% | | 02/26/2024 | 198 | WMT  | 0.89% | $67.02 | $102.62 | $20,319 | 53.12% | 13.82% | | 02/26/2024 | 3,941 | Cash | 0.00% | 1.00€ | 1.00€ | 3,941€ | 0.00% | 3.10% | EUR/USD: 1.15659 GBP/EUR: 1.1300 |
Portfolio Value: |
$147,077 |
127,164€ |
100% |
|