# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
10/23/2024 | 107 | AMGN  | -0.41% | $316.75 | $280.05 | $29,965 | -11.59% | 12.35% | 10/23/2024 | 85 | CAT  | -0.18% | $388.83 | $323.27 | $27,478 | -16.86% | 11.32% | 10/23/2024 | 89 | CRM  | -0.89% | $285.85 | $272.65 | $24,266 | -4.62% | 10.00% | 10/23/2024 | 82 | HD  | -0.77% | $401.83 | $361.95 | $29,680 | -9.92% | 12.23% | 10/23/2024 | 114 | MCD  | 1.21% | $299.18 | $315.93 | $36,016 | 5.60% | 14.84% | 02/18/2025 | 438 | MDT  | -1.65% | $86.48 | $83.45 | $36,551 | -3.51% | 15.06% | 10/23/2024 | 75 | MSFT  | 0.20% | $429.41 | $436.02 | $32,702 | 1.54% | 13.47% | 10/23/2024 | 55 | UNH  | 1.22% | $568.61 | $404.67 | $22,257 | -28.83% | 9.17% | 10/23/2024 | 3,382 | Cash | 0.00% | 1.00€ | 1.00€ | 3,382€ | 0.00% | 1.56% | EUR/USD: 1.12252 GBP/EUR: 1.1700 |
Portfolio Value: |
$242,711 |
216,220€ |
100% |
|