# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
08/25/2023 | 97 | AAPL | 0.06% | $204.34 | $254.59 | $24,695 | 24.59% | 6.42% | 08/25/2023 | 153 | AMZN | 0.05% | $150.18 | $225.23 | $34,460 | 49.97% | 8.96% | 08/25/2023 | 58 | BRK-B | 0.04% | $355.09 | $453.86 | $26,324 | 27.82% | 6.85% | 08/25/2023 | 27 | FICO | 0.61% | $852.43 | $2088.70 | $56,395 | 145.03% | 14.67% | 08/25/2023 | 58 | LLY | -0.44% | $549.99 | $768.43 | $44,569 | 39.72% | 11.59% | 08/25/2023 | 110 | MCD | 0.03% | $285.30 | $292.83 | $32,211 | 2.64% | 8.38% | 08/25/2023 | 92 | MSFT | 0.04% | $323.29 | $436.97 | $40,201 | 35.16% | 10.46% | 06/10/2024 | 410 | NVDA | 0.05% | $131.88 | $134.96 | $55,334 | 2.34% | 14.39% | 01/26/2017 | 113 | QQQ | 0.08% | $321.18 | $518.80 | $58,624 | 61.53% | 15.25% | 01/26/2017 | 11,125 | Cash | 0.00% | 1.00€ | 1.00€ | 11,125€ | 0.00% | 3.02% | EUR/USD: 1.04326 GBP/EUR: 1.2000 |
Portfolio Value: |
$384,420 |
368,480€ |
100% |
|