To: Steve Felix who wrote (752 ) 1/2/2021 1:22:09 PM From: Steve Felix Read Replies (1) | Respond to of 1916 Posting this for posterity. Started switching my daughters taxable account in Dec. 2018, same as mine, except this account was for gains only. Dividend stocks only if I thought they could beat the market over the next year. I've seen it. I've done it. But I still find it hard to believe. Account today $279,397. Rest of trades from 9/31 to 12/31 InvestmentCurrentValue / PriorValue / PeriodChange / %Change / EstimatedIncome / Estimated Yield End Dec. 2019.... Total .$88,766.81..... $79,601.42... $9,165.39.. 11.5%.... $404.72.. 0.5% End Sept. 2020... Total $181,492.36.. $180,094.24... $1,398.12... 0.8%... $1,611.52.. 0.9% End Dec. 2020.....Total $279,397.44.. $238,435.70.. $40,961.74.. 17.2%. $1,639.71.. 0.6% 10/01/2020 10:57:14Bought 400 TENX @ 1.53 -612.00 0.00 0.00 10/01/2020 10:59:20 Bought 400 KTRA @ 1.3672 -546.88 0.00 0.00 10/01/2020 11:12:49 Bought 400 TANH @ 2.33 -932.00 0.00 0.00 10/01/2020 11:16:03 Bought 400 EMAN @ 1.2551 -502.04 0.00 0.00 10/01/2020 11:17:16 Bought 400 SESN @ 1.4 -560.00 0.00 0.00 10/01/2020 11:21:20 Bought 500 SAMAW @ 0.56 -280.00 0.00 0.00 10/01/2020 11:56:41 Bought 300 KFS @ 2.9 -870.00 0.00 0.00 10/07/2020 13:05:06 Sold 200 CIO @ 7.43 1,485.95 0.00 0.05 10/07/2020 13:47:04 Sold 100 ENPH @ 107.24 10,723.75 0.00 0.25 10/07/2020 15:39:45 Bought 200 KIRK @ 10.3 -2,060.00 0.00 0.00 10/07/2020 15:42:15 Bought 45 INOD @ 3.15 -141.75 0.00 0.00 10/08/2020 10:42:27 Bought 300 IMMP @ 1.7552 -526.56 0.00 0.00 10/08/2020 10:46:58 Bought 300 INOD @ 3.12 -936.00 0.00 0.00 10/08/2020 10:56:05 Bought 200 SAVA @ 12 -2,400.00 0.00 0.00 10/08/2020 11:04:28 Bought 500 EMAN @ 1.19 -595.00 0.00 0.00 10/08/2020 12:47:56 Bought 100 KIRK @ 9.775 -977.50 0.00 0.00 10/08/2020 12:48:41 Bought 300 SOL @ 3.095 -928.50 0.00 0.00 10/08/2020 12:50:49 Bought 200 PRPH @ 5.9 -1,180.00 0.00 0.00 10/08/2020 12:55:53 Bought 300 SESN @ 1.3299 -398.97 0.00 0.00 10/09/2020 11:12:25 Bought 300 CKPT @ 2.8799 -863.97 0.00 0.00 10/13/2020 11:42:50 Bought 1000 AMCIW @ 0.9 -900.00 0.00 0.00 10/14/2020 10:34:51 Sold 700 SESN @ 1.2221 855.37 0.00 0.10 10/14/2020 10:35:14 Sold 310 TENX @ 1.27 393.65 0.00 0.05 10/14/2020 10:35:14 Sold 90 TENX @ 1.2597 113.36 0.00 0.01 10/14/2020 10:36:25 Bought 300 SPPI @ 4.185 -1,255.50 0.00 0.00 10/15/2020 15:20:41 Sold 100 UTZ+ @ 6.5501 654.99 0.00 0.02 10/15/2020 15:23:36 Bought 200 KTRA @ 1.4632 -292.64 0.00 0.00 10/15/2020 15:24:18 Bought 100 SPPI @ 3.965 -396.50 0.00 0.00 10/16/2020 14:45:07 Bought 300 CHCI @ 2.4299 -728.97 0.00 0.00 10/19/2020 10:57:28 Sold 300 CKPT @ 2.4624 738.66 0.00 0.06 10/19/2020 10:58:17 Sold 500 FBIO @ 2.695 1,347.41 0.00 0.09 10/19/2020 10:59:34 Sold 500 SYN @ 0.3253 162.59 0.00 0.06 10/19/2020 11:02:57 Bought 1000 AMCIW @ 0.825 -825.00 0.00 0.00 10/19/2020 15:21:11 Bought 300 CHCI @ 2.3 -690.00 0.00 0.00 10/20/2020 10:18:29 Sold 1000 AMCIW @ 0.4401 439.97 0.00 0.13 10/20/2020 10:18:29 Sold 1000 AMCIW @ 0.44 439.87 0.00 0.13 10/20/2020 10:19:16 Sold 200 SAVA @ 9.7804 1,956.02 0.00 0.06 10/20/2020 12:18:31 Bought 200 CHCI @ 2.28 -456.00 0.00 0.00 10/20/2020 15:36:02 Sold 1050 SNGX @ 1.7049 1,789.99 0.00 0.16 10/20/2020 15:37:12 Sold 345 INOD @ 2.7 931.44 0.00 0.06 10/21/2020 11:18:13 Bought 20 LHX @ 170.26 -3,405.20 0.00 0.00 10/21/2020 15:34:07 Sold 400 SPPI @ 3.4923 1,396.84 0.00 0.08 10/22/2020 00:00:01 ORDINARY DIVIDEND (CIO) 30.00 0.00 0.00 10/23/2020 14:39:20 Bought 100 SAVA @ 9.32 -932.00 0.00 0.00 10/23/2020 14:43:53 Bought 100 SAVA @ 9.32 -932.00 0.00 0.00 10/26/2020 00:00:01 QUALIFIED DIVIDEND (AMNF) 12.95 0.00 0.00 10/26/2020 13:47:58 Sold 800 CHCI @ 2.42 1,935.86 0.00 0.14 10/27/2020 09:41:48 Bought 30 PRU @ 65.2 -1,956.00 0.00 0.00 10/30/2020 00:00:01 ORDINARY DIVIDEND (UTG) 36.00 0.00 0.00 11/03/2020 10:05:28 Bought 9 SEDG @ 211 -1,899.00 0.00 0.00 11/03/2020 11:19:12 Sold 600 KTRA @ 1.2644 758.55 0.00 0.09 11/03/2020 11:20:29 Sold 500 SAMAW @ 0.4108 205.34 0.00 0.06 11/03/2020 11:22:50 Bought 5 SEDG @ 204.75 -1,023.75 0.00 0.00 11/12/2020 15:22:50 QUALIFIED DIVIDEND (AAPL) 27.88 0.00 0.00 11/13/2020 12:06:44 Sold 850 EMAN @ 1.1001 934.97 0.00 0.12 11/13/2020 12:06:44 Sold 50 EMAN @ 1.1 54.99 0.00 0.01 11/13/2020 12:07:23 Bought 100 SAVA @ 8.245 -824.50 0.00 0.00 11/30/2020 00:00:01 ORDINARY DIVIDEND (UTG) 36.00 0.00 0.00 12/03/2020 11:28:21 Sold 400 TANH @ 1.6888 675.46 0.00 0.06 12/03/2020 11:29:19 Bought 400 FREEW @ 1.01 -404.00 0.00 0.00 12/03/2020 11:29:19 Bought 100 FREEW @ 1.005 -100.50 0.00 0.00 12/04/2020 00:00:01 QUALIFIED DIVIDEND (LHX) 85.00 0.00 0.00 12/04/2020 10:12:40 Bought 200 FTFT @ 2.85 -570.00 0.00 0.00 12/08/2020 00:00:01 QUALIFIED DIVIDEND (TSCO) 61.20 0.00 0.00 12/15/2020 14:49:51 Sold 200 FTFT @ 2.1384 427.65 0.00 0.03 12/15/2020 14:51:28 Bought 300 ALACW @ 0.84 -252.00 0.00 0.00 12/15/2020 14:51:28 Bought 250 ALACW @ 0.8399 -209.98 0.00 0.00 12/17/2020 00:00:01 QUALIFIED DIVIDEND (PRU) 96.80 0.00 0.00 12/17/2020 07:50:46 MANDATORY - EXCHANGE (FEAC+) 0.00 0.00 0.00 12/17/2020 07:50:46 MANDATORY - EXCHANGE (SKLZ+) 0.00 0.00 0.00 12/18/2020 11:20:43 Sold 500 MMMB @ 1.86 922.97 6.95 0.08 12/18/2020 11:23:46 Bought 1000 ALACW @ 0.85 -850.00 0.00 0.00 12/21/2020 12:56:09 Bought 200 ALACW @ 0.8 -160.00 0.00 0.00 12/23/2020 15:47:48 Sold 225 AMNF @ 2.44 542.01 6.95 0.04 12/23/2020 15:47:48 Sold 515 AMNF @ 2.42 1,246.21 0.00 0.09 12/23/2020 15:49:18 Bought 1800 ALACW @ 0.9799 -1,763.82 0.00 0.00 12/31/2020 00:00:01 ORDINARY DIVIDEND (UTG) 36.00 0.00 0.00