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Data
Investments
Investment Holdings
Investment Holding
Cost Basis
Quantity
Close Price
Value
Symbol
Security Name
Security Type
Account
Gain
1
ACHN
1.50
1.0000
0.21
$0.21
ACHN
Achillion Pharmaceuticals, Inc.
equity
401K
-86%
2
DBLTX
10.00
2.0000
10.08
$20.16
DBLTX
DoubleLine Total Return Bond I
mutual fund
401K
101.6%
3
CUR:BTC
120.03
0.0029
43,846.02
$128.75
CUR:BTC
Bitcoin
cash
401K
7.27%
4
Trp Equity Income
16.00
21.5000
$0.00
Trp Equity Income
mutual fund
401K
-100%
5
MIPTX
23.00
23.5670
25.54
$601.90
MIPTX
Matthews Pacific Tiger Instl
mutual fund
401K
2516.96%
6
Nh Portfolio 1055 (Fidelity Index)
15.00
100.0500
13.73
$1,373.69
Nh Portfolio 1055 (Fidelity Index)
etf
401K
9057.91%
7
CAMYX
22.00
75.7500
25.03
$1,896.02
CAMYX
Cambiar International Equity Instl
mutual fund
401K
8518.28%
8
SBSI
30.00
213.0000
41.74
$8,890.62
SBSI
Southside Bancshares Inc.
equity
401K
29535.4%
9
U S Dollar
1.00
12,345.6700
1.00
$12,345.67
U S Dollar
cash
401K
1234467%
There are no rows in this table
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