# Stocks & Cash |
Date |
Amount |
Ticker |
% Day |
Buy |
Last Quote |
Value |
% Return |
Weight |
10/23/2024 | 107 | AMGN  | 1.19% | $316.75 | $300.05 | $32,105 | -5.27% | 12.67% | 10/23/2024 | 85 | CAT  | 1.88% | $388.83 | $409.73 | $34,827 | 5.37% | 13.75% | 10/23/2024 | 89 | CRM  | -1.69% | $285.85 | $266.35 | $23,705 | -6.82% | 9.36% | 10/23/2024 | 82 | HD  | 1.67% | $401.83 | $377.24 | $30,934 | -6.12% | 12.21% | 10/23/2024 | 114 | MCD  | 2.39% | $299.18 | $300.01 | $34,201 | 0.28% | 13.50% | 02/18/2025 | 438 | MDT  | 1.08% | $86.48 | $89.96 | $39,402 | 4.02% | 15.55% | 10/23/2024 | 75 | MSFT  | -0.40% | $429.41 | $501.52 | $37,614 | 16.79% | 14.85% | 10/23/2024 | 66 | UNH  | 0.16% | $525.70 | $303.40 | $20,024 | -42.29% | 7.90% | 10/23/2024 | 478 | Cash | 0.00% | 1.00€ | 1.00€ | 478€ | 0.00% | 0.22% | EUR/USD: 1.17046 GBP/EUR: 1.1600 |
Portfolio Value: |
$253,373 |
216,473€ |
100% |
|