Posting this for posterity. Started switching my daughters taxable account in Dec. 2018, same as mine, except this account was for gains only. Dividend stocks only if I thought they could beat the market over the next year. All 2021 trades listed.
InvestmentCurrentValue / PriorValue / PeriodChange / %Change / EstimatedIncome / Estimated Yield
End Dec. 2019.... Total .$88,766.81..... $79,601.42... $9,165.39.. 11.5%.... $404.72.. 0.5%
End Dec. 2020.....Total $279,397.44.. $238,435.70.. $40,961.74.. 17.2%. $1,639.71.. 0.6%
End Nov. 2021......Total $390,984.33.. $379,231.88.. $11,752.45.. 3.1%.. $2,635.30.. 0.7%
| 01/07/2021 09:38:52 | | Sold 20 ENPH @ 214
| | 4,279.91 | | 0.00 | | 0.09 | |
|
| | | 01/11/2021 12:08:56 | | Bought 300 NH @ 3.3945
| | -1,018.35 | | 0.00 | | 0.00 | |
|
| | | 01/11/2021 12:12:04 | | Bought 9 VIHAW @ 3.82
| | -34.38 | | 0.00 | | 0.00 | |
|
| | | 01/11/2021 12:12:04 | | Bought 191 VIHAW @ 3.8199
| | -729.60 | | 0.00 | | 0.00 | |
|
| | | 01/11/2021 12:14:40 | | Bought 200 LEDS @ 3.54
| | -708.00 | | 0.00 | | 0.00 | |
|
| | | 01/13/2021 13:41:24 | | Bought 450 MARK @ 2.1186
| | -953.37 | | 0.00 | | 0.00 | |
|
| | | 01/13/2021 13:43:00 | | Bought 325 OPTT @ 2.9068
| | -944.71 | | 0.00 | | 0.00 | |
|
| | | 01/13/2021 13:44:14 | | Sold 350 KIRK @ 19.05
| | 6,667.31 | | 0.00 | | 0.19 | |
|
| | | 01/13/2021 13:52:51 | | Sold 150 RVP @ 11.8
| | 1,769.94 | | 0.00 | | 0.06 | |
|
| | | 01/15/2021 11:12:14 | | Bought 1000 ALACW @ 1.5999
| | -1,599.90 | | 0.00 | | 0.00 | |
|
| | | 01/19/2021 09:30:32 | | Sold 50 ACRS @ 14.77
| | 738.47 | | 0.00 | | 0.03 | |
|
| | | 01/19/2021 10:46:40 | | Sold 50 ACRS @ 17.4
| | 869.97 | | 0.00 | | 0.03 | |
|
| | | 01/19/2021 14:23:47 | | Bought 1000 ALACW @ 1.457
| | -1,457.00 | | 0.00 | | 0.00 | |
|
| | | 01/20/2021 11:14:48 | | Sold 100 SOL @ 25.6601
| | 2,565.94 | | 0.00 | | 0.07 | |
|
| | | 01/20/2021 11:20:07 | | Sold 150 KIRK @ 22.99
| | 3,448.40 | | 0.00 | | 0.10 | |
|
| | | 01/22/2021 14:27:02 | | Sold 50 KIRK @ 27.62
| | 1,380.96 | | 0.00 | | 0.04 | |
|
| | | 01/25/2021 08:02:35 | | Sold 100 RVP @ 12.99
| | 1,298.96 | | 0.00 | | 0.04 | |
|
| | | 01/25/2021 11:24:39 | | Bought 500 SSY @ 1.53
| | -765.00 | | 0.00 | | 0.00 | |
|
| | | 01/26/2021 11:48:44 | | Bought 50 ENPH @ 198
| | -9,900.00 | | 0.00 | | 0.00 | |
|
| | | 01/26/2021 13:51:47 | | Bought 25 ENPH @ 194.26
| | -4,856.50 | | 0.00 | | 0.00 | |
|
| | | 01/28/2021 11:19:49 | | Sold 200 SOL @ 20.49
| | 4,097.89 | | 0.00 | | 0.11 | |
|
| | | 02/02/2021 11:52:11 | | Sold 100 SAVA @ 43
| | 4,299.89 | | 0.00 | | 0.11 | |
|
| | | 02/05/2021 10:06:20 | | Sold 100 SAVA @ 52.03
| | 5,202.88 | | 0.00 | | 0.12 | |
|
| | | 02/05/2021 10:06:20 | | Sold 100 SAVA @ 52.02
| | 5,201.87 | | 0.00 | | 0.13 | |
|
| | | 02/05/2021 12:04:03 | | Bought 1000 KTRA @ 1.9799
| | -1,979.90 | | 0.00 | | 0.00 | |
|
| | | 02/05/2021 12:08:26 | | Bought 1000 XELB @ 1.77
| | -1,770.00 | | 0.00 | | 0.00 | |
|
| | | 02/11/2021 14:17:41 | | Bought 1000 AMPE @ 2.1578
| | -2,157.80 | | 0.00 | | 0.00 | |
|
| | | 02/11/2021 14:18:04 | | Bought 1000 CTXR @ 1.335
| | -1,335.00 | | 0.00 | | 0.00 | |
|
| | | 02/17/2021 12:03:39 | | Bought 1000 AIKI @ 1.61
| | -1,610.00 | | 0.00 | | 0.00 | |
|
| | | 02/22/2021 15:11:39 | | Bought 50 ENPH @ 170.15
| | -8,507.50 | | 0.00 | | 0.00 | |
|
| | | 03/08/2021 11:11:56 | | Bought 2 TSLA @ 595
| | -1,190.00 | | 0.00 | | 0.00 | |
|
| | | 03/08/2021 11:12:02 | | Bought 2 BABA @ 228.38
| | -456.76 | | 0.00 | | 0.00 | |
|
| | | 03/08/2021 11:28:15 | | Sold 1000 AMPE @ 1.4801
| | 1,479.97 | | 0.00 | | 0.13 | |
|
| | | 03/08/2021 11:29:48 | | Sold 5099 ALACW @ 0.63
| | 3,211.74 | | 0.00 | | 0.63 | |
|
| | | 03/08/2021 14:00:39 | | Sold 807 KTRA @ 1.724
| | 1,391.16 | | 0.00 | | 0.11 | |
|
| | | 03/08/2021 14:00:39 | | Sold 193 KTRA @ 1.72
| | 331.94 | | 0.00 | | 0.02 | |
|
| | | 03/08/2021 14:01:18 | | Sold 1000 AIKI @ 1.06
| | 1,059.87 | | 0.00 | | 0.13 | |
|
| | | 03/08/2021 14:32:40 | | Bought 2 BIDU @ 239.767
| | -479.53 | | 0.00 | | 0.00 | |
|
| | | 03/08/2021 15:59:47 | | Bought 1 TSLA @ 562.0099
| | -562.01 | | 0.00 | | 0.00 | |
|
| | | 03/09/2021 09:30:02 | | Sold 100 ALACW @ 0.65
| | 64.99 | | 0.00 | | 0.01 | |
|
| | | 03/09/2021 09:30:02 | | Sold 851 ALACW @ 0.63
| | 536.03 | | 0.00 | | 0.10 | |
|
| | | 03/25/2021 11:43:20 | | Sold 300 EVOK @ 1.8501
| | 554.99 | | 0.00 | | 0.04 | |
|
| | | 03/26/2021 13:59:50 | | Bought 400 GIGM @ 3.9899
| | -1,595.96 | | 0.00 | | 0.00 | |
|
| | | 03/30/2021 10:50:42 | | Bought 100 THW @ 15.06
| | -1,506.00 | | 0.00 | | 0.00 | |
|
| | | 03/30/2021 10:50:42 | | Bought 100 THW @ 15.0599
| | -1,505.99 | | 0.00 | | 0.00 | |
|
| | | 04/14/2021 10:28:49 | | Bought 100 PLTR @ 24.5599
| | -2,455.99 | | 0.00 | | 0.00 | |
|
| | | 04/16/2021 10:45:13 | | Sold 400 GIGM @ 2.9601
| | 1,183.98 | | 0.00 | | 0.06 | |
|
| | | 04/16/2021 10:45:44 | | Sold 450 MARK @ 1.8601
| | 837.00 | | 0.00 | | 0.05 | |
|
| | | 04/16/2021 10:46:10 | | Sold 300 NH @ 2.6601
| | 797.99 | | 0.00 | | 0.04 | |
|
| | | 04/16/2021 10:46:39 | | Sold 325 OPTT @ 2.4539
| | 797.48 | | 0.00 | | 0.04 | |
|
| | | 04/16/2021 10:47:06 | | Sold 200 PRPH @ 5.18
| | 1,035.97 | | 0.00 | | 0.03 | |
|
| | | 04/16/2021 10:59:53 | | Sold 100 RVP @ 10.65
| | 1,064.98 | | 0.00 | | 0.02 | |
|
| | | 04/16/2021 11:00:51 | | Sold 1000 XELB @ 1.8301
| | 1,829.97 | | 0.00 | | 0.13 | |
|
| | | 04/16/2021 11:01:23 | | Sold 200 LEDS @ 3.35
| | 669.98 | | 0.00 | | 0.02 | |
|
| | | 04/16/2021 11:02:09 | | Sold 200 VIHAW @ 2.88
| | 575.98 | | 0.00 | | 0.02 | |
|
| | | 04/16/2021 11:22:17 | | Sold 100 PLTR @ 22.8402
| | 2,284.00 | | 0.00 | | 0.02 | |
|
| | | 04/16/2021 11:24:12 | | Sold 150 KIRK @ 28.21
| | 4,231.46 | | 0.00 | | 0.04 | |
|
| | | 04/16/2021 11:25:28 | | Bought 200 MRK @ 77.173
| | -15,434.60 | | 0.00 | | 0.00 | |
|
| | | 05/12/2021 15:08:51 | | Bought 400 CTXR @ 2.0899
| | -835.96 | | 0.00 | | 0.00 | |
|
| | | 07/16/2021 13:34:57 | | Sold 200 SKLZ+ @ 3.2901
| | 658.00 | | 0.00 | | 0.02 | |
|
| | | 07/23/2021 10:45:02 | | Sold 20 OGN @ 29.93
| | 598.60 | | 0.00 | | 0.00 | |
|
| | | 07/23/2021 10:45:52 | | Sold 2 BABA @ 204
| | 408.00 | | 0.00 | | 0.00 | |
|
| | | 07/23/2021 10:46:31 | | Sold 2 BIDU @ 168.8001
| | 337.60 | | 0.00 | | 0.00 | |
|
| | | 07/30/2021 14:33:34 | | Bought 10 SAVA @ 68.84
| | -688.40 | | 0.00 | | 0.00 | |
|
| | | 08/16/2021 08:15:47 | | Bought 300 SESN @ 1.46
| | -438.00 | | 0.00 | | 0.00 | |
|
| | | 08/16/2021 10:03:31 | | Bought 200 SESN @ 1.3799
| | -275.98 | | 0.00 | | 0.00 | |
|
| | | 08/19/2021 16:09:52 | | Sold 500 SESN @ 1.11
| | 554.94 | | 0.00 | | 0.06 | |
|
| | | 08/26/2021 11:51:44 | | Bought 20 DLTR @ 93.8
| | -1,876.00 | | 0.00 | | 0.00 | |
|
| | | 11/22/2021 14:09:50 | | Sold 300 IMMP @ 3.6401
| | 1,091.98 | | 0.00 | | 0.05 | |
|
| | | 11/23/2021 12:11:03 | | Sold 200 ACRS @ 12.3901
| | 2,477.99 | | 0.00 | | 0.03 | |
|
| | | 11/29/2021 12:50:32 | | Sold 500 FREEW @ 1.2801
| | 639.99 | | 0.00 | | 0.06 | |
|
| | | 11/30/2021 11:51:11 | | Bought 10 ENPH @ 245.4
| | -2,454.00 | | 0.00 | | 0.00 |
|