I've never been good at listening, even to a lawyer. Deposited $1000 in each grandkids account last night. They have MANY years, so they don't need great prices, just good ones. Thought there were a few stocks like that. All the kids got the same prices. Makes $31k each, and we have a savings account I will close if we get #4 with just over $31k in it. Guess if I add more, I will have to add to the savings account.
09/05/2023 09:30:01 Bought 2 RMD @ 155.74 -311.48 09/05/2023 09:30:01 Bought 5 O @ 56.05 -280.25 09/05/2023 09:58:36 Bought 5 NEE @ 66.4475 -332.24 09/05/2023 21:34:41 Personal Check Receipt 1,000.00
Son-in-law is in charge of 2/3 of the boys accounts, but I have 1/3 and all my newest granddaughters. Her holdings before today. Everything on reinvest.
ALPHABET INC $ $ $ $ $ $ COM CL C GOOG 23 137.35 3,159.05 02/11/22 3,092.97 134.48 66.08 - - AMAZON COM INC COM AMZN 42 138.01 5,796.42 05/05/22 4,756.80 113.26 1,039.62 - - AMGEN INC COM AMGN 5.13 256.34 1,315.02 09/12/22 1,200.99 234.11 114.03 43.71 3.3% APPLE INC COM AAPL 12.087 187.87 2,270.78 05/05/22 1,817.41 150.36 453.37 11.60 0.5% BROADCOM INC COM AVGO 1.029 922.89 949.65 09/20/22 513.14 498.68 436.51 18.94 2.0% CONCENTRIX CORPORATION COM CNXC 3.034 79.83 242.20 09/15/22 366.35 120.75 (124.15) 3.34 1.4% CROWDSTRIKE HOLDINGS INC COM CL A CRWD 2 163.03 326.06 05/11/22 274.02 137.01 52.04 - - DIGITAL REALTY TRUST INC COM STK USD0.01 DLR 4.194 131.72 552.43 09/13/22 501.87 119.66 50.56 20.47 3.7% ENPHASE ENERGY INC COM ENPH 21 126.53 2,657.13 02/11/22 3,428.85 163.28 (771.72) - - EPAM SYS INC COM EPAM 1 258.99 258.99 09/20/22 391.70 391.70 (132.71) - - HOME DEPOT INC COM HD 2.069 330.30 683.39 05/11/22 585.76 283.11 97.63 17.30 2.5% INNOVATIVE INDUSTRIAL PROPERTE COM USD0.001 IIPR 4.348 87.28 379.49 09/07/22 380.68 87.55 (1.19) 31.30 8.2% INVESCO QQQ TRUST UNIT SER 1 ETF QQQ 2.011 377.99 760.14 09/21/22 566.22 281.56 193.92 4.33 0.6% LAM RESEARCH CORP COM LRCX 2.02 702.40 1,418.85 09/13/22 862.41 426.94 556.44 16.16 1.1% LOWE'S COMPANIES INC COM LOW 3.079 230.48 709.65 05/11/22 578.60 187.92 131.05 13.55 1.9% MEDICAL PROPERTIES TRUST INC COM USD0.001 MPW 7.618 7.22 55.00 09/20/22 98.80 12.97 (43.80) 4.57 8.3% MICROSOFT CORP COM MSFT 14.162 327.76 4,641.74 05/11/22 3,673.89 259.42 967.85 38.53 0.8% NVIDIA CORP COM NVDA 6.006 493.55 2,964.26 05/11/22 899.31 149.74 2,064.95 0.95 0.0% SCHWAB STRATEGIC TR US DIVIDEND EQ ETF SCHD 10.094 74.53 752.31 05/11/23 703.55 69.70 48.76 26.26 3.5% SOLAREDGE TECHNOLOGIES INC COM SEDG 9 162.57 1,463.13 09/20/22 2,728.25 303.14 (1,265.12) - - STERIS PLC COM STE 5.061 229.59 1,161.95 05/11/22 1,085.20 214.42 76.75 10.53 0.9% TD SYNNEX CORP COM SNX 15.245 101.75 1,551.18 05/11/22 1,467.96 96.29 83.22 21.34 1.4% WALT DISNEY COMPANY (THE) COM DIS 5 83.68 418.40 05/11/22 509.75 101.95 (91.35) - - Total Stocks $34,487.22 $30,484.48 $4,002.74 $282.88 0.8 |