Having already given my son-in-law $19,000 over the years, for my grandsons, that he invested in DIS AAPL MPC RCL (ouch) ENPH ( up big, sold some earlier over $200 ) and I don't remember the rest, I opened UGMA accounts for the other $11,000 to be at my goal of $30,000 each.
Accounts are identical and have $1778 in cash. Currently down $432. Strange to set something up that could run 50/60 years after you die.
03/08/2022 07:24:17 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 05/03/2022 06:47:32 CASH RECEIPTS THIRD PARTY 2,500.00 05/05/2022 10:05:18 Bought 1 AMZN @ 2,395 -2,395.00 05/10/2022 06:32:00 CASH RECEIPTS THIRD PARTY 6,500.00 05/11/2022 09:30:02 Bought 4 STE @ 214.72 -858.88 05/11/2022 09:30:02 Bought 1 STE @ 214.72 -214.72 05/11/2022 12:50:53 Bought 10 SNX @ 97.2 -972.00 05/11/2022 13:38:57 Bought 1 AMZN @ 2,107 -2,107.00 05/11/2022 15:13:15 Bought 5 ENPH @ 138.5 -692.50 ___________________________________________________________________________
Seven month old granddaughter getting a head start. Currently have added $19,000 to her UGMA.
Cash $811. Currently down $1070. It has time to recover. LOL!!
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 05/03/2022 06:47:32 CASH RECEIPTS THIRD PARTY 2,500.00 05/05/2022 10:05:18 Bought 1 AMZN @ 2,395 -2,395.00 05/05/2022 15:03:15 Bought 1 AAPL @ 155.8299 -155.83 05/10/2022 06:32:00 CASH RECEIPTS THIRD PARTY 12,000.00 05/11/2022 09:30:02 Bought 5 STE @ 214.72 -1,073.60 05/11/2022 09:34:20 Bought 4 AAPL @ 152 -608.00 05/11/2022 09:36:36 Bought 1 MSFT @ 264.01 -264.01 05/11/2022 09:36:36 Bought 6 MSFT @ 264.01 -1,584.06 05/11/2022 12:29:32 Bought 5 AAPL @ 151.5 -757.50 05/11/2022 12:51:46 Bought 10 SNX @ 97.2 -972.00 05/11/2022 13:38:57 Bought 1 AMZN @ 2,107 -2,107.00 05/11/2022 15:10:02 Bought 2 ENPH @ 138.65 -277.30 05/11/2022 15:10:02 Bought 3 ENPH @ 138.65 -415.95 05/11/2022 15:36:17 Bought 3 MSFT @ 260.55 -781.65 05/11/2022 15:56:09 Bought 2 CRWD @ 137.01 -274.02 05/11/2022 15:56:23 Bought 3 LOW @ 187.51 -562.53 05/11/2022 15:57:11 Bought 2 HD @ 282.8643 -565.73 05/11/2022 15:57:33 Bought 3 NVDA @ 165.8 -497.40 05/11/2022 18:36:31 Bought 5 DIS @ 101.95 -509.75 |