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TRADES 4 TAILS

THIS IS NOT INVESTMENT ADVICE. TRADES BY JACOB PROCTOR.
Welcome to Trades 4 Tails, a journey that began at the intersection of two passions. As I embarked on a path to deepen my understanding of investing, I was struck by an idea—what if every trade could serve a dual purpose? Not only to educate and empower my own financial journey but to give back to a cause that means a lot to me. 'Trades 4 Tails' is a platform where finance and philanthropy walk paw in paw. Here, each successful trade doesn't just mark a personal achievement; it supports our four-legged friends in need. All donations will be tracked here and be given to the Berkeley Humane Society.
Money Donated

+$100



Every Stock SOLD for a Profit, 15% Of The Proceeds Will Be Donated To The Berkeley Humane Society
Every 50% Unrealized Gain, I Will Donate 10% Of The Unrealized Profits
If You Want To Support My Journey, You Can Directly Donate To Berkeley Humane On Behalf Of Trades 4 Tails, Send A Picture Of Your Donation To trades4tails@gmail.com And You Will Be Posted To The Donation Board!
Portfolio
1
Date
Company
No. of Shares
Est. Price
Current Price
Basis
Current Value
Gain / Loss
Market Cap ($B)
Price / Earnings
1
8/29/22
QQQ
4
$273.19
$429
$1,000
$1,586
$586
$255
2
1/11/23
VZ
21
$38.19
$42
$800
$882
$83
$0
3
7/21/22
SQ
8
$59.49
$68
$500
$570
$70
$0
4
1/11/23
Warner Brothers
56
$8.99
$10
$500
$570
$70
$20
-6.52
5
7/22/22
VIG
3
$155.94
$174
$500
$559
$59
$0
6
2/1/23
XSW
5
$142.95
$150
$650
$682
$33
$0
7
8/9/22
BILL
30
$85.80
$80
$2,574
$2,387
-$187
$0
8
2/1/23
ENPH
48
$141.25
$101
$6,780
$4,868
-$1,912
$0
9
7/29/22
CASH
600
$136.59
$81,954
$0
-$81,954
$0
10
3/21/23
Microsoft
350
$277.00
$96,950
$1,001
-$95,949
$3,135
38.15
There are no rows in this table

Current Portfolio
0
Company
Ticker
Total Shares
Basis Value
Current Value
Gain / Loss ($)
Gain / Loss (%)
Market Cap ($B)
Price / Earnings
1
QQQ
QQQ
3.66
$1,000
$1,586
$586
58.6%
$255
2
VZ
20.94
$800
$882
$83
10.3%
$0
3
SQ
8.4
$500
$570
$70
14.1%
$0
4
Warner Brothers
WBD
55.63
$500
$570
$70
14.0%
$20
-6.5
5
VIG
3.21
$500
$559
$59
11.8%
$0
6
XSW
4.55
$650
$682
$33
5.0%
$0
7
Disney
DIS
0
$0
$0
$0
$209
69.9
8
Amazon
AMZN
0
$0
$0
$0
$1,936
64.2
9
Taiwan Semiconductor
TSM
0
$0
$0
$0
$739
26.7
10
Shopify
SHOP
0
$0
$0
$0
$89
687.0
11
Robinhood
HOOD
0
$0
$0
$0
$13
-29.6
12
Uber
UBER
0
$0
$0
$0
$140
83.5
13
Apple
AAPL
0
$0
$0
$0
$2,726
27.5
14
Adobe
ADBE
0
$0
$0
$0
$212
45.2
15
Netflix
NFLX
0
$0
$0
$0
$275
51.8
16
Meta
META
0
$0
$0
$0
$1,377
34.4
17
Twilio
TWLO
0
$0
$0
$0
$11
-11.0
18
Google
GOOGL
0
$0
$0
$0
$1,989
27.0
19
Nextdoor
KIND
0
$0
$0
$0
$0
-5.2
20
enph
0
$0
$0
$0
$0
21
QQQ
0
$0
$0
$0
$0
22
BILL
30
$2,574
$2,387
-$187
-7.2%
$0
23
ENPH
48
$6,780
$4,868
-$1,912
-28.2%
$0
24
CASH
600
$81,954
$0
-$81,954
-100.0%
$0
25
Microsoft
MSFT
350
$96,950
$1,001
-$95,949
-99.0%
$3,135
38.2
There are no rows in this table
1,124.39
Sum
$192,207
Sum
$13,107
Sum
-$179,101
Sum

Donation Board!

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Donation FROM INTC Sell
1/11/2024
Donation From ___
1/11/2024
Donation From!
6/7/2019
Donation From
5/22/2019
Title
Donation FROM INTC Sell
Date Published
1/11/2024
Column 4

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