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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (1179)	10/30/2022 12:14:39 PM
From: chowder	3 Recommendations Recommended By Markbn Menominee toccodolce Read Replies (1) of 21804

Re: YOUNG FOLK PORTFOLIO (YFP) WEEKLY UPDATE ... The YFP consists of a Taxable and Roth account. All dividends for companies in the Roth account are on dividend reinvestment. Dividends in the Taxable account are reinvested selectively. Taxable Account: Dividends received this week. SYY .. $36.87 The following sales were made: None. The following purchases were made: Company -- Position Size SYY - 1 share @ $83.91 -------------------------------------- Roth Account: Dividends received this week: MKC .. $13.64 .. reinvested, purchased 0.181 shares LSI .... $28.22 .. reinvested, purchased 0.263 shares UTG .. $24.31 .. position was sold, distribution collected in cash The following sales were made: HSY .. 14.132 shares - $3,250.29 UTG .. 127.949 shares - $3,318.43.21 GOOGL .. 40 shares - $4,074.30 STE .. 16.066 shares - $2,709.31 AMZN .. 40 shares - $4,799.88 AVGO .. 6.112 shares - $2,767.03 KLAC .. 9.035 shares - $2,632.65 TSLA .. 27 shares - $5,551.88 The following purchases were made: Company -- Position Size O .... 28 shares @ $58.47 TU .. 147 shares @ $20.49 TU .. 3 shares @ $20.59 DUK .. 23 shares @ $89.76 LSI .. 32 shares @ $103.49 ABBV .. 11 shares @ $150.10 COST .. 3 shares @ $487.54 PLD .. 31 shares @ $103.90 LLY .. 3 shares @348.70 TMO .. 2 shares @ $500.25 CAT .. 5 shares @ $190.70 CTAS .. 2 shares @ $405.75 TSCO .. 4 shares @ $206.23 PH .. 4 shares @ $273.79 APD .. 3 shares @ $243.99 SHW .. 4 shares @ $210.36 NVDA .. 8 shares @ $123.16 AWK .. 7 shares @ $135.62 SPGI .. 3 shares @ $300.72 SPGI .. 1 share @ $298.72 DHI .. 15 shares @ $70.76 MKC .. 1 share @ $74.76 MKC .. 1 share @ $74.68

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