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  • My Financial Portfolio1

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    sau1994
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    The document summarizes a portfolio containing 12 equity and fund positions across various sectors such as technology, energy, industrials, and consumer cyclical. It provides information on each holding such as company name, ticker, current price, price change and percentage change, industry, type, and shares held. The total portfolio value is shown to be $1,216.51 with an overall decrease of 0.91% since the previous period.

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    The document summarizes a portfolio containing 12 equity and fund positions across various sectors such as technology, energy, industrials, and consumer cyclical. It provides information on each holding such as company name, ticker, current price, price change and percentage change, industry, type, and shares held. The total portfolio value is shown to be $1,216.51 with an overall decrease of 0.91% since the previous period.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    3 views1 page

    My Financial Portfolio1

    Uploaded by

    sau1994
    The document summarizes a portfolio containing 12 equity and fund positions across various sectors such as technology, energy, industrials, and consumer cyclical. It provides information on each holding such as company name, ticker, current price, price change and percentage change, industry, type, and shares held. The total portfolio value is shown to be $1,216.51 with an overall decrease of 0.91% since the previous period.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 1

    MY PORTFOLIO

    Err:508

    Portfolio Sectors

    Types

    Top 10 of 12 Positions
    $1 2

    $1 0

    Sector

    $8

    Total

    $6

    % Change in
    Quantity
    Price

    $4

    Change in
    Price

    $2

    $0

    Current
    Price

    Symbol

    Company Name

    Industry

    Type

    MSFT

    Microsoft Corporation

    $36.48

    -$1.36

    -3.59%

    179

    Err:509 Technology

    Software - Infrastructure

    Equity

    $37.77

    LNCO

    LinnCo LLC

    $31.80

    -$0.39

    -1.21%

    225

    Err:509 Energy

    Oil & Gas E&P

    Equity

    $32.42

    Err:509 Consumer Cyclical

    Auto Manufacturers

    Equity

    $15.00

    Err:509 Industrials

    Conglomerates

    Equity

    Ford
    Coa stock?
    Need
    to Motor
    remove

    $14.55

    -$0.41

    -2.74%

    141

    BGSCX

    Select the Symbol you want to


    BlackRock Science & Technology Opp Inv C
    remove. Then, on the Home
    tab,BLDRS
    in theIndex
    Cells Funds
    group,Trust
    click
    Delete, then click Delete Table
    Rows.
    Visa, Inc.

    $11.63

    -$0.32

    -2.68%

    86

    $23.36

    -$0.64

    -2.67%

    300

    Err:509 Financial Services

    Credit Services

    Fund

    ADRD
    V

    Open

    $9.93
    $216.51

    $213.47

    -$1.96

    -0.91%

    97

    Err:509 Financial Services

    Credit Services

    Equity

    $18.51

    MGI

    MoneyGram International, Inc.

    $18.49

    -$0.01

    -0.05%

    34

    Err:509 Industrials

    Rental & Leasing Services

    Equity

    $71.10

    Ryder System Inc

    $68.76

    -$2.43

    -3.41%

    45

    Err:509 Consumer Cyclical

    Restaurants

    Equity

    $50.58

    JACK

    Jack In The Box, Inc.

    $49.46

    -$1.11

    -2.19%

    54

    Err:509 Industrials

    Diversified Industrials

    Equity

    $25.13

    GE

    General Electric Co

    $24.35

    -$0.78

    -3.10%

    36

    Err:509 Consumer Cyclical

    Restaurants

    Equity

    $70.97

    SBUX

    Starbucks Corporation

    $68.97

    -$2.15

    -3.02%

    100

    Err:509 Technology

    Communication Equipment

    Equity

    $6.85

    NOK

    Nokia Oyj

    $6.66

    -$0.26

    -3.76%

    50

    Err:509 Technology

    Communication Equipment

    Equity

    $0.00

    TOTAL

    Err:508

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