Since my nephew had a long scheduled wedding to attend, I drew the lucky straw to be at the nursing home
on Thursday, when my sister moved to a new "closed" wing. While watching her do sitting exercises with a
group, the nurse commented that my sister was giving me a nasty look. When it was time to leave, the nurse
told my sister that she was lucky to have someone like me that cared about, and loved her. Sister said that I
didn't love her or I would get her out of the place. She broke down crying, and I hit the door so as not to do
the same.
Everything isn't bad. Had my moms IRA fully invested here: Message 34512433
Only change is I bought 13 shares of ATLCZ at $24.59.
After RMD last year she had $96,167.93. If things keep up, she will have more money the end of
this year after her RMD, as account is $112,205.
RMD required amount: $10,925.14
AVGO +$4,789, and PESI $4,256 the bulk of gains.
06051V5E2
BANK OF AMERICA, 5.3%25CD FDIC INS DUE 11/24/25US
$100.321
$10,032.10
$10,000.00
2
+$32.10 2
8.94%
8562854F5
STATE BANK OF IN 5.45%24CD FDIC INS DUE 11/15/24US
$100.0586
$10,005.86
$10,000.00
2
+$5.86 2
8.92%
ABBV
ABBVIE INC
$160.86
$967.68
$825.06
+$142.62
0.86%
ADBE
ADOBE INC
$483.95
$2,415.55
$2,914.30
-$498.75
2.15%
ADMA
ADMA BIOLOGICS INC
$8.70
$2,637.00
$1,118.97
+$1,518.03
2.35%
ADSK
AUTODESK INC
$218.88
$649.95
$609.50
+$40.45
0.58%
ALB
ALBEMARLE CORP
$132.03
$2,761.71
$2,432.43
+$329.28
2.46%
APD
AIR PROD & CHEMICALS
$250.26
$2,002.08
$2,151.98
-$149.90
1.78%
ATLCZ
ATLANTICUS HOLD 9.25%PFD DUE 01/31/29SUBJ TO XTRO REDEMPTION
$24.77
$322.01
$319.67
+$2.34
0.29%
AVGO
BROADCOM INC
$1,336.255
$16,050.12
$11,260.64
+$4,789.48
14.3%
BDSX
BIODESIX INC
$1.36
$152.00
$145.00
+$7.00
0.14%
BIO
BIO-RAD LABS INC CLASS A
$285.40
$856.32
$904.03
-$47.71
0.76%
DXCM
DEXCOM INC
$125.79
$1,749.30
$1,619.46
+$129.84
1.56%
ENPH
ENPHASE ENERGY INC
$110.94
$664.68
$585.02
+$79.66
0.59%
FSCO
FS CREDIT OPPORTUNIT
$6.16
$2,464.00
$2,275.93
+$188.07
2.2%
GOOG
ALPHABET INC. CLASS C
$170.75
$1,709.00
$1,313.88
+$395.12
1.52%
HAS
HASBRO INC
$60.9012
$121.94
$97.02
+$24.92
0.11%
IHI
ISHARES US MEDICAL DEVICES ETF
$55.40
$554.00
$500.70
+$53.30
0.49%
MELI
MERCADOLIBRE INC
$1,673.11
$13,418.72
$12,738.58
+$680.14
11.96%
MPW
MEDICAL PROPERTIES REIT
$5.58
$8,370.00
$7,146.55
+$1,223.45
7.46%
ORCL
ORACLE CORP
$116.30
$4,654.80
$4,033.65
+$621.15
4.15%
PANW
PALO ALTO NETWORKS
$302.08
$2,115.75
$1,665.07
+$450.68
1.89%
PEP
PEPSICO INC
$181.02
$2,170.80
$1,984.27
+$186.53
1.93%
PESI
PERMA-FIX ENVIRNMNTL
$12.34
$9,776.00
$5,520.00
+$4,256.00
8.71%
PRIF/PRK
PRIORITY INCOME 7% PFDPFD SER K
$20.60
$2,060.00
$1,960.00
+$100.00
1.84%
PTMN
PORTMAN RIDGE FIN CORP
$19.80
$1,984.00
$1,701.00
+$283.00
1.77%
SDOT
SADOT GROUP INC
$0.329
$948.00
$1,310.80
-$362.80
0.84%
SEDG
SOLAREDGE TECH
$52.20
$208.84
$295.04
-$86.20
0.19%
SPOK
SPOK HOLDINGS INC
$14.73
$2,952.00
$2,907.00
+$45.00
2.63%
SPRY
ARS PHARMACEUTICALS INC
$9.00
$266.70
$286.80
-$20.10
0.24%
SURG
SURGEPAYS INC
$3.80
$942.50
$1,489.21
-$546.71
0.84%
TBLA
TABOOLA COM LTD F
$4.11
$5,486.00
$4,928.97
+$557.03
4.89%
ZS
ZSCALER INC
$174.60
$700.00
$715.63
-$15.63
0.62%
Cash & Cash Investments1
$36.51 -- -- 0.03%
Account Total
$112,205.92 $97,756.16 +$14,413.25 |
