# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
04/01/2024 | 65 | AXP | 0.06% | $227.56 | $298.80 | $19,422 | 31.31% | 14.66% | 04/01/2024 | 411 | BAC | 0.01% | $37.57 | $44.16 | $18,150 | 17.53% | 13.70% | 04/01/2024 | 36 | BRK-B | 0.04% | $421.51 | $453.86 | $16,339 | 7.68% | 12.34% | 04/01/2024 | 119 | BX | 0.04% | $131.27 | $170.83 | $20,329 | 30.14% | 15.35% | 04/01/2024 | 77 | JPM | 0.06% | $199.64 | $237.70 | $18,303 | 19.07% | 13.82% | 04/01/2024 | 162 | MS | 0.02% | $93.69 | $123.44 | $19,997 | 31.76% | 15.10% | 04/01/2024 | 272 | WFC | 0.01% | $57.74 | $70.36 | $19,138 | 21.87% | 14.45% | 04/01/2024 | 747 | Cash | 0.00% | 1.00€ | 1.00€ | 747€ | 0.00% | 0.59% | EUR/USD: 1.04326 GBP/EUR: 1.2000 |
Portfolio Value: |
$132,457 |
126,964€ |
100% |
|