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Investments

Investment Holdings
Investment Holding
Cost Basis
i
Quantity
i
Close Price
i
Value
Symbol
i
Security Name
i
Security Type
i
Account
Gain
Finta icon
ACHN
1.50
1.0000
0.21
$0.21
ACHN
Achillion Pharmaceuticals, Inc.
equity
-86%
Finta icon
DBLTX
10.00
2.0000
10.08
$20.16
DBLTX
DoubleLine Total Return Bond I
mutual fund
101.6%
Finta icon
CUR:BTC
120.03
0.0029
43,846.02
$128.75
CUR:BTC
Bitcoin
cash
7.27%
Finta icon
Trp Equity Income
16.00
21.5000
​
$0.00
​
Trp Equity Income
mutual fund
-100%
Finta icon
MIPTX
23.00
23.5670
25.54
$601.90
MIPTX
Matthews Pacific Tiger Instl
mutual fund
2516.96%
Finta icon
Nh Portfolio 1055 (Fidelity Index)
15.00
100.0500
13.73
$1,373.69
​
Nh Portfolio 1055 (Fidelity Index)
etf
9057.91%
Finta icon
CAMYX
22.00
75.7500
25.03
$1,896.02
CAMYX
Cambiar International Equity Instl
mutual fund
8518.28%
Finta icon
SBSI
30.00
213.0000
41.74
$8,890.62
SBSI
Southside Bancshares Inc.
equity
29535.4%
Finta icon
U S Dollar
1.00
12,345.6700
1.00
$12,345.67
​
U S Dollar
cash
1234467%
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