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View of Individual Trades
1
Date
Company
No. of Shares
Est. Price
Current Price
Basis
Current Value
Gain / Loss
Market Cap ($B)
Price / Earnings
SPY Historical Price
SPY Shares
SPY Current Value
SPY Gain / Loss
1
7/21/22
SQ
8
$59.49
$68
$500
$570
$70
​
​
​
-$500
2
7/22/22
VIG
3
$155.94
$174
$500
$559
$59
​
​
​
-$500
3
7/29/22
CASH
600
$136.59
​
$81,954
$0
-$81,954
​
​
​
-$81,954
4
8/9/22
BILL
30
$85.80
$80
$2,574
$2,387
-$187
​
​
​
-$2,574
5
8/29/22
QQQ
4
$273.19
$429
$1,000
$1,570
$570
​
​
​
-$1,000
6
1/11/23
VZ
21
$38.19
$42
$800
$882
$83
​
​
​
-$800
7
1/11/23
Warner Brothers
56
$8.99
$10
$500
$570
$70
​
​
​
-$500
8
2/1/23
XSW
5
$142.95
$150
$650
$682
$33
​
​
​
-$650
9
2/1/23
ENPH
48
$141.25
$101
$6,780
$4,868
-$1,912
​
​
​
-$6,780
10
3/21/23
Microsoft
350
$277.00
​
$96,950
$0
-$96,950
​
​
​
-$96,950
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