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Following the US bank stocks with assumption that investment was made on 08/03/2023 opening
RL
Roberts Lasovskis
Last edited 806 days ago by Roberts Lasovskis.
By the numbers:
Invested
$1,467
in
17
companies
Current profit/loss is
-$1,467
, or a
-100
% on original investment
The trade with the biggest gain is
-$33
(
@
Bank of America
) and the biggest loss is
-$267
(
@
Silicon Valley Bank
)
Stocks bought
Stocks bought
Date
Company
No. of Shares
Est. Price
Current Price
Basis
Current Value
Gain / Loss
Date
Company
No. of Shares
Est. Price
Current Price
Basis
Current Value
Gain / Loss
3/8/23
Silicon Valley Bank
1
$266.86
$267
$0
-$267
3/8/23
PNC Bank
1
$145.17
$145
$0
-$145
3/8/23
JPMorgan Chase & Co
1
$138.00
$138
$0
-$138
3/8/23
First Republic Bank
1
$115.25
$115
$0
-$115
3/8/23
Capital One
1
$106.05
$106
$0
-$106
3/8/23
Signature Bank
1
$104.65
$105
$0
-$105
3/8/23
Charles Schwab Corporation
1
$74.90
$75
$0
-$75
3/8/23
Western Alliance Bancorporation
1
$71.99
$72
$0
-$72
3/8/23
Comerica Incorporated
1
$66.90
$67
$0
-$67
3/8/23
Toronto-Dominion Bank
1
$63.39
$63
$0
-$63
3/8/23
Citigroup
1
$51.06
$51
$0
-$51
3/8/23
BNY Mellon
1
$49.58
$50
$0
-$50
3/8/23
Zions Bancorporation
1
$46.66
$47
$0
-$47
3/8/23
US Bancorp
1
$45.55
$46
$0
-$46
3/8/23
Wells Fargo & Co
1
$44.26
$44
$0
-$44
3/8/23
Truist Financial Corp
1
$44.15
$44
$0
-$44
3/8/23
Bank of America
1
$32.66
$33
$0
-$33
There are no rows in this table
Portfolio
Portfolio
Company
Ticker
Total Shares
Basis Value
Current Value
Gain / Loss ($)
Gain / Loss (%)
Assets
Company
Ticker
Total Shares
Basis Value
Current Value
Gain / Loss ($)
Gain / Loss (%)
Assets
Silicon Valley Bank
SIVB
1
$267
$0
-$267
-100.0%
$211,824,000,000
First Republic Bank
FRC
1
$115
$0
-$115
-100.0%
$197,908,327,000
Signature Bank
SBNY
1
$105
$0
-$105
-100.0%
$115,966,803,000
JPMorgan Chase & Co
JPM
1
$138
$0
-$138
-100.0%
$3,380,824,000,000
Bank of America
BAC
1
$33
$0
-$33
-100.0%
$2,440,022,000,000
Wells Fargo & Co
WFC
1
$44
$0
-$44
-100.0%
$1,712,535,000,000
Citigroup
C
1
$51
$0
-$51
-100.0%
$1,720,308,000,000
US Bancorp
USB
1
$46
$0
-$46
-100.0%
$582,252,757,000
Capital One
COF
1
$106
$0
-$106
-100.0%
$388,439,751,000
PNC Bank
PNC
1
$145
$0
-$145
-100.0%
$534,346,587,000
BNY Mellon
BK
1
$50
$0
-$50
-100.0%
$365,102,000,000
Charles Schwab Corporation
SCHW
1
$75
$0
-$75
-100.0%
$407,901,000,000
Truist Financial Corp
TFC
1
$44
$0
-$44
-100.0%
$532,080,000,000
Western Alliance Bancorporation
WAL
1
$72
$0
-$72
-100.0%
$65,993,486,000
Zions Bancorporation
ZION
1
$47
$0
-$47
-100.0%
$87,783,903,000
Comerica Incorporated
CMA
1
$67
$0
-$67
-100.0%
$87,024,000,000
Toronto-Dominion Bank
TD
1
$63
$0
-$63
-100.0%
$405,223,010,000
There are no rows in this table
17
Sum
$1,467
Sum
$0
Sum
-$1,467
Sum
$13,235,534,624,000
Sum
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