Last time I gave my airline pilot son-in-law money for my grandson's accounts, it took a week to
buy GOOG and ISRG, so I opened my own UTMA accounts for them. Had already given them $18,500 of
the $30k I want to give them, so I need to eventually put $11,500 in these. Surprised the money
showed up so soon, but for now, a good day for it. Plan to keep them identical.
03/08/2022 07:24:22 Cash Receipts Third Party 2,500.00
03/08/2022 11:29:05 Bought 4 MSFT @ 271 -1,084.00
03/08/2022 11:32:51 Bought 5 PEP @ 158.35 -791.75
03/08/2022 11:33:50 Bought 4 SWK @ 151.5 -606.00
Just got started on the granddaughter's account last month. ENPH moved her into the green today.
02/11/2022 06:10:51 CASH RECEIPTS THIRD PARTY 5,000.00
02/11/2022 09:34:52 Bought 1 GOOG @ 2,775 -2,775.00
02/11/2022 11:15:47 Bought 14 ENPH @ 150.9 -2,112.60 |
