Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (1581)	9/18/2023 6:46:18 PM
From: chowder	Read Replies (2) of 21904

Re: Young Folk Portfolio: The monthly cash contribution hit the account today in the amount of $400. Another $122 transferred over from TD Ameritrade. The proceeds were from companies that had declared a dividend but I transferred the account to Fidelity before the pay date. So, the proceeds finally followed the other assets. The cash all hit the Roth account and was invested in the following: APD ..... $100 SHW .... $211 SPGI .... $211 These were the three smallest positions in the Roth and I want to bring them up in size within proximity of the other holdings. Here are the current market values as of today's close. APD ..... $7,903 SHW .... $7,960 SPGI ... $8,003

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