Cash $661. +$17,518.50 +2.67% S&P +.58%
Now 1315
11/30/2023 09:45:23 Bought 200 TBLA @ 3.61 -722.00
___________________________________________________________________
Still have $46001 cash in moms account.
11/30/2023 10:00:40 Bought 1 AVGO @ 926.51 -926.51
11/30/2023 10:47:07 Bought 1 AVGO @ 922 -922.00
11/30/2023 10:56:09 Bought 1 AVGO @ 919.75 -919.75
11/30/2023 10:02:05 Bought 4 PEP @ 165.01 -660.04
11/30/2023 10:13:52 Bought 3 DXCM @ 115.7 -347.10
11/30/2023 10:39:29 Bought 3 DXCM @ 115.01 -345.03
Investment..Value..PeriodChange%..Change..EstimatedIncome..EstimatedYield
Current
Start: $96,167.93
Total... $97,067.60.. $ 0.00.. $97,067.60.. $1,429.40.. 1.5%
From statement. No unsettled trades.
ABBV 6
ADMA 300
APD 5
ADSK 3
AVGO 5
PANW 7
PEP 3
PESI 800
PRIF PRK 100
SDOT 2,000
ZS 4
Total Stocks
$20,903.65 $20,011.75 $891.90 $354.40 1.7%
Fixed Income - Cash
BANK OF AMERICA NA CD 5.3% 11/24/2025 10 100.0765 10,007.65 11/15/23 10,000.00 - 7.65 530.00 5.3%
STATE BANK OF INDIA NEW YORK CD 5.45% 11/15/2024 10 99.8327 9,983.27 11/14/23 10,000.00 - (16.73) 545.00 -
$19,990.92 $20,000.00 $(9.08) $1,075.00 5.4% |
