# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
10/23/2024 | 107 | AMGN  | -0.01% | $316.75 | $296.88 | $31,766 | -6.27% | 12.18% | 10/23/2024 | 85 | CAT  | 0.01% | $388.83 | $353.75 | $30,069 | -9.02% | 11.53% | 10/23/2024 | 89 | CRM  | 0.04% | $285.85 | $329.86 | $29,358 | 15.40% | 11.26% | 10/23/2024 | 61 | GS  | -0.03% | $519.05 | $648.70 | $39,571 | 24.98% | 15.17% | 10/23/2024 | 82 | HD  | 0.04% | $401.83 | $412.51 | $33,826 | 2.66% | 12.97% | 10/23/2024 | 114 | MCD  | 0.03% | $299.18 | $310.06 | $35,347 | 3.64% | 13.55% | 10/23/2024 | 75 | MSFT  | 0.04% | $429.41 | $410.52 | $30,789 | -4.40% | 11.81% | 10/23/2024 | 55 | UNH  | 0.00% | $568.61 | $531.23 | $29,218 | -6.57% | 11.20% | 10/23/2024 | 818 | Cash | 0.00% | 1.00€ | 1.00€ | 818€ | 0.00% | 0.33% | EUR/USD: 1.04595 GBP/EUR: 1.2000 |
Portfolio Value: |
$260,798 |
249,341€ |
100% |
|