mrmoney2's Net Worth for March 2017


Assets Value Change ($) Change (%)
Cash $2,950 $745 33.79%
Stocks $35,569 $844 2.43%
Bonds $0 - -
Annuities $0 - -
Retirement $253,960 $3,793 1.52%
Home $0 - -
Other Real Estate $0 - -
Cars $11,343 ($4) (0.04%)
Personal Property $0 - -
Other $1,287 ($120) (8.53%)
$305,109 $5,258 1.75%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $1,730 $154 9.77%
Car Loans $0 - -
Other $0 - -
Total Debts $1,730 $154 9.77%
Net Worth $303,379 $5,104 1.71%
*All values shown in USD ($)
Notes:
Reinvested in WFC/PRP WELLS FARGO B 5.25% PFD on 3/13/2017 - bought 20 shares at $23.9748 per share through Charles Schwab - 3/2/2017 - bought 11 shares at $24.49 per share through Charles Schwab. Reinvested in PFF on 3/1/2017 - bought 18 shares at $38.356 per share through Fidelity Investments. PREVIOUS REINVESTMENTS: WFC/PRP WELLS FARGO B 5.25% PFD 2/24/2017 - bought 10 shares at $24.5754 per share through Charles Schwab 2/13/2017 - bought 5 shares at $24.5355 per share through Charles Schwab 2/6/2017 - bought 15 shares at $24.1758 per share through Charles Schwab 12/28/2016 - bought 143 shares at $23.29 per share through Charles Schwab 12/22/2016 - bought 438 shares at $23.454 per share through Charles Schwab 12/01/2016 - bought 15 shares at $23.392 per share through Charles Schwab 11/14/2016 - bought 17 shares at $24.054 per share through Charles Schwab 11/14/2016 - bought 30 shares at $23.204 per share through Charles Schwab 11/09/2016 - bought 690 shares at $24.985 per share through Charles Schwab TV price on Amazon reduced to $1497.99 on 11/20/2016, Amazon refunded $146.65 to American Express card. TV will be paid off in 12 months as 0% financing given with AMEX card for 12 months and $100 cash back offer for opening card. Samsung TV model purchased is a Samsung UN65KS8000 65-Inch 4K Ultra HD Smart LED TV (2016 Model). TV to be paid off by 11/2017. Increase my Vanguard portfolio, as usual with new yearly contribution amount of $5,500. Still using mint.com to manage overview of all my accounts. Still a pretty good site!

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