
Total Purchases (max)
$1.9M
Total Sales (max)
$0
Net Portfolio Value
$1.9M
24 active positions of 44 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | MKL | $250K | — | $250K | 3 | 13.1% | |
| 2 | FDL | $200K | — | $200K | 4 | 10.5% | |
| 3 | VYM | $200K | — | $200K | 4 | 10.5% | |
| 4 | FVD | $150K | — | $150K | 3 | 7.9% | |
| 5 | L | $100K | — | $100K | 1 | 5.2% | |
| 6 | WTM | $100K | — | $100K | 1 | 5.2% | |
| 7 | V | $100K | — | $100K | 1 | 5.2% | |
| 8 | — | $100K | — | $100K | 1 | 5.2% | |
| 9 | PCH | $80K | — | $80K | 3 | 4.2% | |
| 10 | MMM | $50K | — | $50K | 1 | 2.6% | |
| 11 | FIS | $50K | — | $50K | 1 | 2.6% | |
| 12 | — | $50K | — | $50K | 1 | 2.6% | |
| 13 | CSCO | $50K | — | $50K | 1 | 2.6% | |
| 14 | EMR | $50K | — | $50K | 1 | 2.6% | |
| 15 | — | $50K | — | $50K | 1 | 2.6% | |
| 16 | Y | $50K | — | $50K | 1 | 2.6% | |
| 17 | — | $50K | — | $50K | 1 | 2.6% | |
| 18 | FDM | $50K | — | $50K | 1 | 2.6% | |
| 19 | IBB | $50K | — | $50K | 1 | 2.6% | |
| 20 | IEZ | $50K | — | $50K | 1 | 2.6% | |
| 21 | BRK.B | $30K | — | $30K | 2 | 1.6% | |
| 22 | WBD | $15K | — | $15K | 1 | 0.8% | |
| 23 | TSLA | $15K | — | $15K | 1 | 0.8% | |
| 24 | GOOGL | $15K | — | $15K | 1 | 0.8% | |
| 25 | SYF | $50K | $50K | $0 | 2 | — | |
| 26 | FTRE | — | $15K | -$15K | 1 | — | |
| 27 | SPB | — | $15K | -$15K | 1 | — | |
| 28 | VTS | — | $15K | -$15K | 1 | — | |
| 29 | SWN | — | $15K | -$15K | 1 | — | |
| 30 | BCEI | — | $15K | -$15K | 1 | — | |
| 31 | T | — | $30K | -$30K | 2 | — | |
| 32 | INTC | $15K | $50K | -$35K | 2 | — | |
| 33 | RF | — | $50K | -$50K | 1 | — | |
| 34 | WFC | — | $50K | -$50K | 1 | — | |
| 35 | CVS | — | $50K | -$50K | 1 | — | |
| 36 | PYPL | — | $50K | -$50K | 1 | — | |
| 37 | — | — | $50K | -$50K | 1 | — | |
| 38 | XOM | — | $65K | -$65K | 2 | — | |
| 39 | LAZ | — | $100K | -$100K | 1 | — | |
| 40 | SCHW | — | $100K | -$100K | 1 | — | |
| 41 | MO | — | $100K | -$100K | 1 | — | |
| 42 | BX | $50K | $250K | -$200K | 2 | — | |
| 43 | SFNC | — | $250K | -$250K | 1 | — | |
| 44 | PM | — | $250K | -$250K | 1 | — |