One way to force me to keep on track.
Still a ways to go, but getting there slowly.
Then:
End Oct. account value $814,351.37
To inherit = $558,412 = 68.13%.
Now
Current portfolio value $833,296
To inherit = $592,047 = 71.04%.
AMGN and LMT sold/removed. PPA added.
AMZN 298 $58,983 / $58,741
MELI 37 $57,537 / $74,185
AVGO 314 $52,365 / $51,568
GOOG 288 $49,550 / $47,972
AAPL 175 $39,009 / $40,227
UTG 1044 $33,512 / $36,101
ISRG 56 $28,355 / $30,680
MSFT 70 $27,905 / $29,190
XLU 313 $24,454 / $25,493
PANW 70 $23,934 / $26,835
CCD 900 $21,600 / $22,059
XLK 87 $19,480 / $20,323
CAVA 236 $18,940 / $34,220
VUG 49 $18,913 / $19,797
CALF 368 $16,324 / $17,586
COWZ 242 $13,844 / $14,708
VNQ 140 $12,104 / $13,473
QQQ 16 $7,798 / $8,092
SPY 12 $6,852 / $7,146
CURE 90 $5,684 / $9,586
PPA 34 $4,115
Sold/removed LRCX CNXC
Then:
For sale at some point = $253,053 = 30.87% cash included
Now:
For sale at some point = $240,790 = 28.89% cash included
SPRY 6177 $91,560 / $86,478
ATLCZ 3500 $86,625 / $87,045
ANET (?sold 74) 33 $29,956 / $12,502 forgot shares
VRT 18 $5,986 / $2,522
SDOT 1762 $4,841 / $5,920
SRTS 600 $4,293 / $5,334
DXCM 50 $3,517 / $3,641
MOH 9 $1,633 / $2,617
AORT 40 $802 / $1,130
TMDX 8 $164 / $608
PESI 301 $15 / $4,340
New:
MNDY 8 $2,276
MPWR 2 $1,161
TBLA 200 $706
TMDX 8 $608
Cash $23,902 |
