Total Purchases (max)
$405K
Total Sales (max)
$100K
Net Portfolio Value
$305K
8 active positions of 28 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | COST | $115K | — | $115K | 2 | 37.7% | |
| 2 | — | $100K | — | $100K | 1 | 32.8% | |
| 3 | CMCSA | $115K | $100K | $15K | 3 | 4.9% | |
| 4 | — | $15K | — | $15K | 1 | 4.9% | |
| 5 | — | $15K | — | $15K | 1 | 4.9% | |
| 6 | FQAL | $15K | — | $15K | 1 | 4.9% | |
| 7 | IVV | $15K | — | $15K | 1 | 4.9% | |
| 8 | — | $15K | — | $15K | 1 | 4.9% | |
| 9 | — | — | $15K | -$15K | 1 | — | |
| 10 | — | — | $15K | -$15K | 1 | — | |
| 11 | BRK.A | — | $50K | -$50K | 1 | — | |
| 12 | WMT | — | $50K | -$50K | 1 | — | |
| 13 | CSCO | — | $50K | -$50K | 1 | — | |
| 14 | NEE | — | $50K | -$50K | 1 | — | |
| 15 | PFE | — | $50K | -$50K | 1 | — | |
| 16 | PNC | — | $50K | -$50K | 1 | — | |
| 17 | UPS | — | $50K | -$50K | 1 | — | |
| 18 | UNH | — | $50K | -$50K | 1 | — | |
| 19 | AAPL | — | $65K | -$65K | 2 | — | |
| 20 | MSFT | — | $100K | -$100K | 2 | — | |
| 21 | BRK.B | — | $100K | -$100K | 1 | — | |
| 22 | JPM | — | $100K | -$100K | 1 | — | |
| 23 | MDT | — | $100K | -$100K | 1 | — | |
| 24 | VZ | — | $100K | -$100K | 1 | — | |
| 25 | — | — | $115K | -$115K | 2 | — | |
| 26 | IJR | — | $115K | -$115K | 2 | — | |
| 27 | SBUX | — | $115K | -$115K | 2 | — | |
| 28 | QQQ | — | $130K | -$130K | 3 | — |